Org Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Org Partners LLC

$588 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$47.61 - $55.91 $6,379 - $7,491	134 New	134 $7,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$473 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$138 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$105 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$87 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$85.5 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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