Strategic Financial Planning, Inc. Schwab Strategic Tr Us Broad M Put Options Transaction History
Strategic Financial Planning, Inc.
- $151 Million
- Q3 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
1,185Shares Held
204MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$483 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Summit Financial Strategies, Inc.4.05MShares$95 Million11.0% of portfolio