Mowery & Schoenfeld Wealth Management, LLC Schwab Strategic Tr Us Dividen Put Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.4 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHD

# of Institutions

1,946

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$1.36 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$996 Million
0.42% of portfolio
Morgan Stanley New York, NY

28.5M
Shares

$781 Million
0.06% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$736 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$714 Million
4.56% of portfolio

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