Kingswood Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Put Options Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 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

178

Shares Held

35.1M

Call Options Held

0

Put Options Held

0

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

24.2M
Shares

$690 Million
2.82% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$60 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.3 Million
5.84% of portfolio
Waddell & Associates, LLC

950K
Shares

$27.1 Million
6.58% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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