Advisory Alpha, LLC Schwab Strategic U.S. Mid Cap Put Options Transaction History

Advisory Alpha, LLC

$3.18 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,022

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

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

58.8M
Shares

$1.68 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.9M
Shares

$826 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$287 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$253 Million
3.25% of portfolio
Northwestern Mutual Wealth Management CO

8.2M
Shares

$234 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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