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

Uniting Wealth Partners, LLC

$424 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

2,043

Shares Held

835M

Call Options Held

3.83M

Put Options Held

2.07M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.13 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$988 Million
0.31% of portfolio
Sumitomo Life Insurance CO

31.1M
Shares

$845 Million
27.8% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$789 Million
4.36% of portfolio
Bank Of America Corp Charlotte, NC

28.6M
Shares

$777 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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