Insight 2811, Inc. Schwab Strategic Tr Us Broad M Transaction History

Insight 2811, Inc.

$199 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$47.08 - $51.7 $49,528 - $54,388	1,052 Added 16.88%	7,285 $376,000
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $277,181 - $306,850	6,233 New	6,233 $298,000
Q2 2022 Aug 09, 2022	SELL	$42.93 - $53.98 $437,886 - $550,596	-10,200 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$49.15 - $56.85 $147,695 - $170,834	3,005 Added 41.77%	10,200 $545,000
Q4 2021 Feb 01, 2022	BUY	$51.87 - $56.86 $29,047 - $31,841	560 Added 8.44%	7,195 $813,000
Q3 2021 Nov 04, 2021	SELL	$51.32 - $54.83 $12,162 - $12,994	-237 Reduced 3.45%	6,635 $689,000
Q2 2021 Aug 04, 2021	BUY	$48.92 - $52.14 $143,042 - $152,457	2,924 Added 74.06%	6,872 $717,000
Q1 2021 Apr 29, 2021	SELL	$44.89 - $48.81 $20,918 - $22,745	-466 Reduced 10.56%	3,948 $382,000
Q4 2020 Jan 29, 2021	BUY	$39.03 - $45.5 $172,278 - $200,837	4,414 New	4,414 $402,000

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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