Vest Gen Advisors, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

886M

Call Options Held

4.89M

Put Options Held

2.23M

Lpl Financial LLC Fort Mill, SC

38.8M
Shares

$1 Billion
0.44% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$853 Million
4.23% of portfolio
Bank Of America Corp Charlotte, NC

32.2M
Shares

$833 Million
0.07% of portfolio
Wealthspire Advisors, LLC New York, NY

29.6M
Shares

$763 Million
4.98% of portfolio
Morgan Stanley New York, NY

29.4M
Shares

$758 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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