Main Street Research LLC Schwab Strategic Tr Us Broad M Transaction History

Main Street Research LLC

$1.56 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$49.15 - $56.85 $109,604 - $126,775	-2,230 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$51.87 - $56.86 $115,670 - $126,797	2,230 New	2,230 $252,000

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$468 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 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$85.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$74.9 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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