Geometric Wealth Advisors Schwab Strategic Tr Intl Small Put Options Transaction History
Geometric Wealth Advisors
- $417 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHC
# of Institutions
406Shares Held
88.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.42 Billion1.93% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$160 Million0.11% of portfolio
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Savant Capital, LLC3.64MShares$132 Million1.51% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.27MShares$82.2 Million0.25% of portfolio
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Envestnet Asset Management Inc1.82MShares$66 Million0.02% of portfolio