North Point Portfolio Managers Corp Schwab Strategic Tr Us Broad M Transaction History

North Point Portfolio Managers Corp

$590 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 26, 2018	SELL	N/A	-4,500 Closed	0 $0
Q3 2017 Oct 30, 2017	BUY	N/A	4,500	4,500 $274,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

170M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$486 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$142 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$108 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$89.4 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.8 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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