United Capital Financial Advisers, LLC Schwab Strategic Tr 1 5 Yr C Call Options Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHJ
# of Institutions
112Shares Held
4.73MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
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White Wing Wealth Management The Wodlands, TX304KShares$7.44 Million5.59% of portfolio
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Modera Wealth Management, LLC207KShares$5.05 Million0.06% of portfolio
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Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
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Kades & Cheifetz LLC Berwyn, PA186KShares$4.56 Million2.32% of portfolio