Strategic Financial Concepts, LLC Schwab Strategic Tr Us Emergin Put Options Transaction History

Strategic Financial Concepts, LLC

$533 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

856

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

20.1M
Shares

$622 Million
0.52% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$562 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$305 Million
0.38% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$111 Million
4.22% of portfolio
Us Bancorp \De\

3.45M
Shares

$107 Million
0.13% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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