Walter & Keenan Wealth Management LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$254 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
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Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio