Cypress Wealth Services, LLC Schwab Strategic Tr Us Small C Put Options Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q3 2020 Oct 23, 2020	BUY	$32.09 - $36.38 $320,611 - $363,472	9,991 New	9,991 $683,000

Others Institutions Holding SCHA

# of Institutions

1,135

Shares Held

233M

Call Options Held

44.7K

Put Options Held

32.4K

Charles Schwab Investment Management Inc San Francisco, CA

87.1M
Shares

$2.39 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

22.1M
Shares

$607 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$338 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$289 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.36M
Shares

$202 Million
0.51% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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