Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Small C Call Options Transaction History

Wealth Preservation Advisors, LLC

$140 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,260

Shares Held

244M

Call Options Held

58.5K

Put Options Held

4.8K

Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$603 Million
2.03% of portfolio
Bank Of America Corp Charlotte, NC

18.1M
Shares

$412 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

14.3M
Shares

$327 Million
0.45% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$240 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$116 Million
0.26% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
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