Mine & Arao Wealth Creation & Management, Llc. Schwab Strategic Tr Us Broad M Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$205 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	BUY	$42.93 - $53.98 $171 - $215	4 Added 0.37%	1,084 $48,000
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $26,541 - $30,699	540 Added 100.0%	1,080 $58,000
Q1 2020 May 13, 2020	BUY	$26.18 - $40.44 $14,137 - $21,837	540 New	540 $33,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$1.4 Billion
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$409 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$311 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

4.02M
Shares

$266 Million
5.22% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$242 Million
18.5% of portfolio

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