Cypress Point Wealth Management, LLC Schwab Strategic Tr Us Broad M Call Options Transaction History

Cypress Point Wealth Management, LLC

$228 Million
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

1,180

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$482 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$142 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89.6 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$88.5 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$77.2 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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