Putney Financial Group LLC Schwab Strategic Tr Us Emergin Call Options Transaction History

Putney Financial Group LLC

$95 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

841

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

Creative Planning Overland Park, KS

20.4M
Shares

$563 Million
0.53% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.7M
Shares

$515 Million
1.05% of portfolio
High Tower Advisors, LLC Chicago, IL

8.37M
Shares

$231 Million
0.31% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.48M
Shares

$95.9 Million
3.99% of portfolio
Wealth Enhancement Advisory Services, LLC

2.32M
Shares

$63.9 Million
0.13% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Putney Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Putney Financial Group LLC with notifications on news.