Fiduciary Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History

Fiduciary Family Office, LLC

$303 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 07, 2024	BUY	$47.61 - $55.91 $681,108 - $799,848	14,306 New	14,306 $796 Million

Others Institutions Holding SCHB

# of Institutions

1,159

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 Fiduciary Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Family Office, LLC with notifications on news.