Advisor Os, LLC Schwab Strategic Tr Us Broad M Transaction History

Advisor Os, LLC

$884 Million
Q2 2024

A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Advisor Os, LLC holds 3,426 shares of SCHB stock, worth $226,903. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,426

Holding current value

$226,903

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$57.57 - $63.3 $197,234 - $216,865	3,426 New	3,426 $215,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$1.4 Billion
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$409 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$311 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

4.02M
Shares

$266 Million
5.22% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$242 Million
18.5% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

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