Pasadena Private Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Pasadena Private Wealth, LLC

$416 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	BUY	$41.94 - $47.81 $19.9 Million - $22.7 Million	475,591 New	475,591 $21.3 Million

Others Institutions Holding SCHB

# of Institutions

1,159

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$468 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$136 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$104 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$86.1 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$84.6 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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