Sonoma Private Wealth LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Sonoma Private Wealth LLC

$64.2 Billion
Q3 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

1,335

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.49 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$293 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$248 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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