Trinity Point Wealth, LLC Schwab Strategic Tr Us Broad M Put Options Transaction History

Trinity Point Wealth, LLC

$689 Million
Q4 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $264,120 - $801,839	12,000 New	12,000 $272,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.65 Billion
2.18% of portfolio
Wealthfront Advisers LLC

56.4M
Shares

$1.43 Billion
3.52% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$428 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

13.2M
Shares

$334 Million
21.31% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$311 Million
3.25% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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