Williams Jones Wealth Management, Llc. Schwab Strategic Us Tips ETF Put Options Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHP
# of Institutions
685Shares Held
163MCall Options Held
123KPut Options Held
4.8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA17.9MShares$937 Million1.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO16.9MShares$882 Million3.27% of portfolio
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Quadratic Capital Management LLC10.1MShares$530 Million96.39% of portfolio
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Personal Capital Advisors Corp8.42MShares$440 Million2.12% of portfolio
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Sei Investments CO Oaks, PA5.32MShares$278 Million0.42% of portfolio