Intergy Private Wealth, LLC Schwab Strategic Tr Us Dividen Call Options Transaction History

Intergy Private Wealth, LLC

$260 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

1,705

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$314 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$286 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$261 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$251 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$233 Million
4.66% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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