S&Co Inc Schwab Strategic Tr Us Broad M Transaction History

S&Co Inc

$1.53 Billion
Q3 2024

A detailed history of S&Co Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, S&Co Inc holds 10,260 shares of SCHB stock, worth $240,597. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,260

Previous 10,260 -0.0%

Holding current value

$240,597

Previous $645,000 5.74%

% of portfolio

0.04%

Previous 0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$57.57 - $63.3 $590,668 - $649,458	10,260 New	10,260 $645,000

Others Institutions Holding SCHB

# of Institutions

1,194

Shares Held

251M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$483 Million
4.26% of portfolio
Hengehold Capital Management LLC

8.94M
Shares

$210 Million
19.23% of portfolio
Strid Group, LLC

8.53M
Shares

$200 Million
30.52% of portfolio
Hb Wealth Management, LLC

6.51M
Shares

$153 Million
1.52% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$142 Million
0.97% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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