Human Investing LLC Schwab Strategic Tr Us Broad M Transaction History

Human Investing LLC

$550 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$48.92 - $52.14 $151,847 - $161,842	-3,104 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$44.89 - $48.81 $7,496 - $8,151	-167 Reduced 5.11%	3,104 $300,000
Q4 2020 Feb 04, 2021	BUY	$39.03 - $45.5 $28,608 - $33,351	733 Added 28.88%	3,271 $298,000
Q3 2020 Oct 27, 2020	SELL	$36.93 - $42.52 $15,879 - $18,283	-430 Reduced 14.49%	2,538 $202,000
Q2 2020 Jul 22, 2020	BUY	$28.84 - $38.49 $2,249 - $3,002	78 Added 2.7%	2,968 $218,000
Q1 2020 Apr 22, 2020	SELL	$26.18 - $40.44 $11,205 - $17,308	-428 Reduced 12.9%	2,890 $175,000
Q4 2019 Feb 07, 2020	BUY	$34.47 - $38.58 $15,063 - $16,859	437 Added 15.17%	3,318 $255,000
Q3 2019 Nov 07, 2019	BUY	$35.32 - $36.13 $5,298 - $5,419	150 Added 5.49%	2,881 $205,000
Q2 2019 Aug 16, 2019	BUY	N/A	112 Added 4.28%	2,731 $193,000
Q1 2019 May 14, 2019	SELL	N/A	-33 Reduced 1.24%	2,619 $178,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,652 New	2,652 $159,000

Others Institutions Holding SCHB

# of Institutions

1,178

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$468 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$138 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$85.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$74.9 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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