Windsor Advisory Group, LLC Schwab Strategic Tr 1000 Index Put Options Transaction History

Windsor Advisory Group, LLC

$86 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

202

Shares Held

69.8M

Call Options Held

3.9K

Put Options Held

6.9K

Financial Engines Advisors L.L.C. Santa Clara, CA

47.7M
Shares

$1.28 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$187 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$118 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$70.5 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$51.9 Million
5.64% of portfolio

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