Sierra Summit Advisors LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Sierra Summit Advisors LLC
- $435 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
194MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$478 Million4.26% of portfolio
-
Hb Wealth Management, LLC6.51MShares$151 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$87.7 Million5.07% of portfolio