Heritage Oak Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$57.57 - $63.3 $469,253 - $515,958	8,151 New	8,151 $512 Million

Others Institutions Holding SCHB

# of Institutions

1,166

Shares Held

170M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$143 Million
1.01% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$90.5 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$88.9 Million
18.64% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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