Prentice Wealth Management LLC Schwab Strategic Tr Us Broad M Call Options Transaction History

Prentice Wealth Management LLC

$329 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$472 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$139 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.6 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.5 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.5 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 Prentice Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prentice Wealth Management LLC with notifications on news.