Cary Street Partners Investment Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $8,926 - $9,642	180 New	180 $8,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$468 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$136 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$104 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$86.1 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$84.6 Million
18.64% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

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