Catalyst Private Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Catalyst Private Wealth, LLC

$164 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$39.03 - $45.5 $5,151 - $6,006	-132 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$36.93 - $42.52 $4,874 - $5,612	132 New	132 $11,000

Others Institutions Holding SCHB

# of Institutions

1,184

Shares Held

169M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$471 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$138 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.4 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.3 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.3 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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