Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History

Perissos Private Wealth Management, LLC

$112 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

1,706

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

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.