Reston Wealth Management LLC Schwab Strategic U.S. Mid Cap Put Options Transaction History

Reston Wealth Management LLC

$275 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

938

Shares Held

106M

Call Options Held

6.2K

Put Options Held

3K

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

25.9M
Shares

$754 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$286 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$209 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.4 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$69 Million
0.18% 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 Reston Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reston Wealth Management LLC with notifications on news.