Novus Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Novus Advisors, LLC

$65.5 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$21.23 - $23.75 $1,273 - $1,425	60 Added 0.3%	19,824 $427 Million
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $435,005 - $1.32 Million	19,764 New	19,764 $449 Million

Others Institutions Holding SCHB

# of Institutions

1,343

Shares Held

567M

Call Options Held

509K

Put Options Held

21.5K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.59 Billion
2.18% of portfolio
Wealthfront Advisers LLC

56.4M
Shares

$1.38 Billion
3.52% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$413 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

13.2M
Shares

$323 Million
21.31% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$300 Million
3.25% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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