Inspire Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Inspire Advisors, LLC

$737 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 30, 2021	SELL	$44.89 - $48.81 $59,479 - $64,673	-1,325 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$39.03 - $45.5 $51,714 - $60,287	1,325 New	1,325 $121,000

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

$472 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$139 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.6 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.5 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.5 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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