Institutional & Family Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-15 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	15 New	15 $1,000

Others Institutions Holding SCHB

# of Institutions

1,184

Shares Held

168M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$470 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

$87.3 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.2 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.2 Million
2.16% of portfolio

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