Resource Planning Group Schwab Strategic Tr Us Broad M Transaction History

Resource Planning Group

$158 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 14, 2020	SELL	$26.18 - $40.44 $90,739 - $140,165	-3,466 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$34.47 - $38.58 $119,473 - $133,718	3,466 New	3,466 $266,000

Others Institutions Holding SCHB

# of Institutions

1,181

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$482 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$142 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89.5 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$88.4 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$77.1 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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