Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Emergin Call Options Transaction History

Walkner Condon Financial Advisors LLC

$484 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

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.