Duncan Williams Asset Management, LLC Schwab Strategic Tr Us Dividen Call Options Transaction History

Duncan Williams Asset Management, LLC

$428 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

2,004

Shares Held

892M

Call Options Held

5.24M

Put Options Held

2.88M

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$1.05 Billion
0.37% of portfolio
Kingstone Capital Partners Texas, LLC Frisco, TX

38.9M
Shares

$1.05 Billion
0.43% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$888 Million
4.23% of portfolio
Morgan Stanley New York, NY

29.4M
Shares

$789 Million
0.06% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$779 Million
4.36% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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