Lederer & Associates Investment Counsel Schwab Strategic Tr Us Broad M Call Options Transaction History

Lederer & Associates Investment Counsel

$142 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHB

# of Institutions

1,173

Shares Held

165M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

20.6M
Shares

$478 Million
4.26% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$143 Million
1.01% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$90.3 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$88.7 Million
18.64% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.4 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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