Milestone Investment Advisors LLC Schwab Strategic U.S. Mid Cap Put Options Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

925

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$595 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$276 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$89.1 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$64 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$62.6 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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