Lakeridge Wealth Management LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Lakeridge Wealth Management LLC

$182 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHG

# of Institutions

1,284

Shares Held

173M

Call Options Held

87.6K

Put Options Held

27.4K

Envestnet Asset Management Inc

10.9M
Shares

$303 Million
0.38% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$294 Million
2.39% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$270 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$252 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$124 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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