Bcs Wealth Management Schwab Strategic Tr Us Broad M Call Options Transaction History

Bcs Wealth Management

$409 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.67 Billion
2.18% of portfolio
Wealthfront Advisers LLC

56.4M
Shares

$1.45 Billion
3.52% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$433 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

14.5M
Shares

$373 Million
22.46% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$315 Million
3.25% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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