Source Financial Advisors LLC Schwab Strategic Tr 5 10 Yr C Call Options Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHI
# of Institutions
181Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.98 Billion6.8% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$242 Million0.06% of portfolio
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River Front Investment Group, LLC Richmond, VA3.86MShares$173 Million4.84% of portfolio
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Envestnet Asset Management Inc3.3MShares$148 Million0.06% of portfolio
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Campbell Wealth Management2.08MShares$93.3 Million9.21% of portfolio