Pfs Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Pfs Partners, LLC

$177 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Nov 30, 2023	BUY	$49.15 - $56.85 $245 - $284	5 Added 100.0%	10 $543,000
Q4 2021 Nov 30, 2023	BUY	$51.87 - $56.86 $259 - $284	5 New	5 $573,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

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 Pfs Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfs Partners, LLC with notifications on news.