S.E.E.D. Planning Group LLC Schwab Strategic Tr Us Broad M Transaction History

S.E.E.D. Planning Group LLC

$293 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$41.94 - $47.81 $31,748 - $36,192	-757 Reduced 1.79%	41,628 $0
Q3 2022 Oct 20, 2022	BUY	$41.99 - $50.63 $156,286 - $188,444	3,722 Added 9.63%	42,385 $1.78 Million
Q2 2022 Jul 26, 2022	BUY	$42.93 - $53.98 $178,717 - $224,718	4,163 Added 12.07%	38,663 $1.71 Million
Q1 2022 Apr 26, 2022	BUY	$49.15 - $56.85 $851,916 - $985,381	17,333 Added 100.97%	34,500 $1.84 Million
Q4 2021 Jan 24, 2022	BUY	$51.87 - $56.86 $4,253 - $4,662	82 Added 0.48%	17,167 $1.94 Million
Q3 2021 Oct 21, 2021	SELL	$51.32 - $54.83 $50,550 - $54,007	-985 Reduced 5.45%	17,085 $1.77 Million
Q2 2021 Jul 14, 2021	SELL	$48.92 - $52.14 $109,042 - $116,220	-2,229 Reduced 10.98%	18,070 $1.88 Million
Q1 2021 Apr 21, 2021	BUY	$44.89 - $48.81 $5,476 - $5,954	122 Added 0.6%	20,299 $1.96 Million
Q4 2020 Jan 19, 2021	SELL	$39.03 - $45.5 $24,471 - $28,528	-627 Reduced 3.01%	20,177 $1.84 Million
Q3 2020 Oct 16, 2020	SELL	$36.93 - $42.52 $53,068 - $61,101	-1,437 Reduced 6.46%	20,804 $1.66 Million
Q2 2020 Jul 17, 2020	BUY	$28.84 - $38.49 $1,153 - $1,539	40 Added 0.18%	22,241 $1.63 Million
Q2 2020 Jul 06, 2020	BUY	$28.84 - $38.49 $59,323 - $79,173	2,057 Added 10.21%	22,201 $1.65 Million
Q1 2020 Apr 17, 2020	BUY	$26.18 - $40.44 $30,133 - $46,546	1,151 Added 6.06%	20,144 $1.22 Million
Q4 2019 Feb 10, 2020	BUY	$34.47 - $38.58 $22,129 - $24,768	642 Added 3.5%	18,993 $1.46 Million
Q4 2019 Jan 22, 2020	BUY	$34.47 - $38.58 $632,558 - $707,981	18,351 New	18,351 $1.41 Million

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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