Beacon Financial Advisory LLC Schwab Strategic Tr 5 10 Yr C Put Options Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHI

# of Institutions

195

Shares Held

19.4M

Call Options Held

0

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.5 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$48.9 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.8 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

576K
Shares

$12.7 Million
0.01% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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