Capital Bank & Trust CO Schwab Strategic Tr Us Broad M Transaction History

Capital Bank & Trust CO

$0
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$28.84 - $38.49 $10,295 - $13,740	-357 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$26.18 - $40.44 $9,346 - $14,437	357 New	357 $22,000

Others Institutions Holding SCHB

# of Institutions

1,147

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$1.41 Billion
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$410 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$312 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$258 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$243 Million
18.5% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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