Betterment LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Betterment LLC
- $50.6 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,377Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
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Strid Group, LLC8.72MShares$225 Million29.42% of portfolio
-
Evensky & Katz LLC8.49MShares$219 Million12.67% of portfolio