Decision Point Financial, LLC Schwab Strategic Tr 5 10 Yr C Put Options Transaction History
Decision Point Financial, LLC
- $258 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding SCHI
# of Institutions
180Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.9 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$238 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$170 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$145 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$91.9 Million9.21% of portfolio