Money Concepts Capital Corp Schwab Strategic Tr Us Broad M Transaction History

Money Concepts Capital Corp

$1.25 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$42.93 - $53.98 $11,505 - $14,466	-268 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $13,172 - $15,235	268 New	268 $14,000

Others Institutions Holding SCHB

# of Institutions

1,178

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$473 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

$87.8 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.7 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.7 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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