Serenus Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History

Serenus Wealth Advisors, LLC

$575 Billion
Q4 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

1,873

Shares Held

561M

Call Options Held

3.32M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1 Billion
0.42% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$717 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Northwestern Mutual Wealth Management CO

18.2M
Shares

$502 Million
0.42% 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 Serenus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Serenus Wealth Advisors, LLC with notifications on news.