United Capital Financial Advisers, LLC Schwab Strategic Tr 5 10 Yr C Put Options Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 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

138M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

120M
Shares

$2.69 Billion
1.02% of portfolio
River Front Investment Group, LLC Richmond, VA

3.95M
Shares

$89 Million
4.73% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$82.9 Million
0.06% of portfolio
Campbell Wealth Management

2.21M
Shares

$49.8 Million
9.1% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$25.3 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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