Eq Wealth Advisors, LLC Schwab Strategic Tr 5 10 Yr C Put Options Transaction History

Eq Wealth Advisors, LLC

$147 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHI

# of Institutions

243

Shares Held

48.7M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

8.45M
Shares

$193 Million
4.35% of portfolio
Envestnet Asset Management Inc

7.34M
Shares

$167 Million
0.05% of portfolio
Captrust Financial Advisors Raleigh, NC

6.33M
Shares

$144 Million
0.37% of portfolio
Campbell Wealth Management

5.68M
Shares

$130 Million
11.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$54.4 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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