Napa Wealth Management Schwab Strategic Tr Us Large C Put Options Transaction History
Napa Wealth Management
- $213 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHG
# of Institutions
1,674Shares Held
849MCall Options Held
594KPut Options Held
118K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
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Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
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Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio