Foster Victor Wealth Advisors, LLC Schwab Strategic Tr Us Large C Put Options Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 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

$3.36 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$630 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$464 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$283 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$239 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.