Halpern Financial, Inc. Schwab Strategic U.S. Mid Cap Put Options Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,058

Shares Held

282M

Call Options Held

9.4K

Put Options Held

0

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

60.4M
Shares

$1.8 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$881 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$322 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$313 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$299 Million
2.42% of portfolio

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