Private Portfolio Partners LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History

Private Portfolio Partners LLC

$538 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

Financial Engines Advisors L.L.C. Santa Clara, CA

59.4M
Shares

$1.59 Billion
3.47% of portfolio
Creative Planning Overland Park, KS

28.6M
Shares

$767 Million
0.77% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$270 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$204 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$201 Million
2.94% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Portfolio Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Portfolio Partners LLC with notifications on news.