Bergan Kdv Wealth Management, LLC Schwab Strategic U.S. Reit ETF Put Options Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

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

52.9M
Shares

$1.12 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$582 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$542 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$159 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$147 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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