Moneta Group Investment Advisors LLC Schwab Strategic Tr Us Large C Put Options Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,629Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
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Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
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Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio
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Northwestern Mutual Wealth Management CO29.4MShares$781 Million0.53% of portfolio