West Coast Financial LLC Schwab Strategic U.S. Mid Cap Put Options Transaction History

West Coast Financial LLC

$909 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$728 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$276 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$202 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$91.5 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.6 Million
0.18% of portfolio

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