Rebalance, LLC Schwab Strategic Tr Us Broad M Put Options Transaction History
Rebalance, LLC
- $1.47 Trillion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SCHB
# of Institutions
1,343Shares Held
568MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.59 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
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Betterment LLC New York, NY16.8MShares$413 Million0.85% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$300 Million3.25% of portfolio
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Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio