Moneywise, Inc. Schwab Strategic Tr Us Broad M Transaction History

Moneywise, Inc.

$204 Million
Q3 2025

A detailed history of Moneywise, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Moneywise, Inc. holds 8,193 shares of SCHB stock, worth $210,805. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,193

Holding current value

$210,805

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$23.82 - $25.84 $195,157 - $211,707	8,193 New	8,193 $210,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.67 Billion
2.18% of portfolio
Wealthfront Advisers LLC

56.4M
Shares

$1.45 Billion
3.52% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$433 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

14.5M
Shares

$373 Million
22.46% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$315 Million
3.25% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account