Lionsbridge Wealth Management LLC Schwab Strategic Tr Us Large C Put Options Transaction History
Lionsbridge Wealth Management LLC
- $120 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
427MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.34 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio