Ballast, Inc. Schwab Strategic Tr Us Broad M Transaction History

Ballast, Inc.

$202 Million
Q2 2025

A detailed history of Ballast, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ballast, Inc. holds 327,350 shares of SCHB stock, worth $7.98 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

327,350

Holding current value

$7.98 Million

% of portfolio

3.85%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$19.1 - $23.83 $6.25 Million - $7.8 Million	327,350 New	327,350 $7.8 Million

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

Wealthfront Advisers LLC

56.4M
Shares

$1.37 Billion
3.52% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$421 Million
0.88% of portfolio
Rebalance, LLC Palo Alto, CA

13.2M
Shares

$321 Million
21.31% of portfolio
Scs Capital Management LLC Boston, MA

11.9M
Shares

$290 Million
3.28% of portfolio
Evensky & Katz LLC

8.78M
Shares

$214 Million
12.78% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

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