Strategic Financial Concepts, LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 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
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.32 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$386 Million1.01% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$251 Million5.22% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio
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Evensky & Katz LLC3.3MShares$207 Million14.46% of portfolio