Hutchens & Kramer Investment Management Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Hutchens & Kramer Investment Management Group, LLC

$162 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$41.94 - $47.81 $196,614 - $224,133	4,688 New	4,688 $210,000
Q2 2022 Aug 15, 2022	SELL	$42.93 - $53.98 $1.38 Million - $1.74 Million	-32,210 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $10,911 - $12,620	222 Added 0.69%	32,210 $1.73 Million
Q4 2021 May 16, 2022	BUY	$51.87 - $56.86 $1.66 Million - $1.82 Million	31,988 New	31,988 $1.71 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

View Full List

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