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

S&Co Inc

$1.43 Billion
Q2 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 $679,519. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,260

Holding current value

$679,519

% of portfolio

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

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$1.4 Billion
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$409 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$311 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

4.02M
Shares

$266 Million
5.22% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$242 Million
18.5% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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