Segment Wealth Management, LLC Schwab Strategic Tr Us Broad M Put Options Transaction History
Segment Wealth Management, LLC
- $1.51 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,337Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$418 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$319 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$288 Million3.28% of portfolio
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Evensky & Katz LLC8.78MShares$213 Million12.78% of portfolio