Valtinson Bruner Financial Planning LLC Schwab Strategic Tr Us Small C Put Options Transaction History

Valtinson Bruner Financial Planning LLC

$239 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

247M

Call Options Held

58.5K

Put Options Held

4.8K

Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$642 Million
2.03% of portfolio
Bank Of America Corp Charlotte, NC

18.1M
Shares

$440 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.3M
Shares

$349 Million
0.45% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$256 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$124 Million
0.26% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.