Pathstone Family Office, LLC Schwab Strategic Tr Intl Divid Call Options Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$46.2 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.7 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.8 Million2.31% of portfolio
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Souders Financial Advisors541KShares$14.3 Million2.0% of portfolio
-
Kohmann Bosshard Financial Services, LLC323KShares$8.53 Million1.03% of portfolio