Precedent Wealth Partners, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

2,030

Shares Held

841M

Call Options Held

4.51M

Put Options Held

2.75M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.11 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$1.04 Billion
0.37% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$770 Million
4.36% of portfolio
Bank Of America Corp Charlotte, NC

28.6M
Shares

$759 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$756 Million
4.28% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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