Sound Income Strategies, LLC Schwab Strategic Tr Us Small C Call Options Transaction History

Sound Income Strategies, LLC

$1.76 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,278

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

33.4M
Shares

$932 Million
2.55% of portfolio
Bank Of America Corp Charlotte, NC

19M
Shares

$530 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

15.5M
Shares

$432 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$293 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.48M
Shares

$153 Million
0.28% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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