Lex Aurum Advisors, LLC Schwab Strategic U.S. Mid Cap Put Options Transaction History

Lex Aurum Advisors, LLC

$580 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

1,023

Shares Held

284M

Call Options Held

45.7K

Put Options Held

5.3K

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

58.8M
Shares

$1.67 Billion
3.31% of portfolio
Creative Planning Overland Park, KS

28.9M
Shares

$823 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10M
Shares

$286 Million
0.37% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

8.87M
Shares

$252 Million
3.25% of portfolio
Advisory Alpha, LLC

8.37M
Shares

$238 Million
7.39% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.