Integrated Wealth Concepts LLC Schwab Strategic U.S. Reit ETF Put Options Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHH
# of Institutions
600Shares Held
182MCall Options Held
53.5KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\32.1MShares$690 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$467 Million0.36% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$180 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$160 Million0.11% of portfolio