Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Emergin Call Options Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$574 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$520 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$211 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.9 Million
4.21% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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