Access Financial Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Access Financial Services, Inc.

$184 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 26, 2019	SELL	N/A	-11,340 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	N/A	11,340 New	11,340 $680,000

Others Institutions Holding SCHB

# of Institutions

1,184

Shares Held

168M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$470 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$138 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.3 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.2 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.2 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.