Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Large C Put Options Transaction History

Carlsbad Wealth Advisory Group, Inc.

$155 Billion
Q2 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHX

# of Institutions

1,332

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.42 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$640 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$472 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$287 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$243 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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