Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHX

# of Institutions

1,350

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$648 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$594 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$478 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$323 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$287 Million
1.12% of portfolio

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