Domani Wealth, LLC Schwab Strategic Tr Us Broad M Call Options Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHB

# of Institutions

1,158

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

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 Domani Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Domani Wealth, LLC with notifications on news.