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

Private Wealth Management Group, LLC

$253 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$54.61 - $61.05 $2,184 - $2,442	40 New	40 $2.44 Million

Others Institutions Holding SCHB

# of Institutions

1,162

Shares Held

170M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$492 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$143 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$109 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$90.5 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$88.9 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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