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

Waddell & Associates, LLC

$745 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHK

# of Institutions

213

Shares Held

69.8M

Call Options Held

3.2K

Put Options Held

8K

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

47M
Shares

$1.26 Billion
2.72% of portfolio
Legacy Wealth Management, Inc

6.89M
Shares

$184 Million
12.37% of portfolio
Warwick Investment Management, Inc.

4.08M
Shares

$109 Million
22.95% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$70.4 Million
5.8% of portfolio
Creative Planning Overland Park, KS

854K
Shares

$22.8 Million
0.02% of portfolio

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