Shorepoint Capital Partners LLC Schwab Strategic Tr Us Broad M Put Options Transaction History
Shorepoint Capital Partners LLC
- $409 Million
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHB
# of Institutions
1,124Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.41 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$407 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$259 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$235 Million18.5% of portfolio
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Evensky & Katz LLC3.4MShares$219 Million14.63% of portfolio