Summit Financial, LLC Schwab Strategic Tr 1 5 Yr C Call Options Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHJ
# of Institutions
126Shares Held
7.55MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
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Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
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White Wing Wealth Management The Wodlands, TX345KShares$8.57 Million5.44% of portfolio
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Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio