Waddell & Associates, LLC Schwab Strategic Tr 1000 Index Put Options Transaction History

Waddell & Associates, LLC

$734 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

158

Shares Held

34.7M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

24.4M
Shares

$1.29 Billion
2.79% of portfolio
Legacy Wealth Management, Inc

3.68M
Shares

$195 Million
13.76% of portfolio
Warwick Investment Management, Inc.

1.88M
Shares

$99.5 Million
22.84% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.25M
Shares

$66.1 Million
5.85% of portfolio
Colony Group LLC Boston, MA

288K
Shares

$15.3 Million
0.18% of portfolio

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