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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

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

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% 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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