Convergence Financial, LLC Schwab Strategic Tr Us Broad M Call Options Transaction History

Convergence Financial, LLC

$471 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$473 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$138 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$105 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$87 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$85.5 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.