Savior LLC Schwab Strategic Tr Us Broad M Transaction History

Savior LLC

$18.1 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$49.15 - $56.85 $2,604 - $3,013	-53 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$51.87 - $56.86 $1,607 - $1,762	31 Added 140.91%	53 $6,000
Q3 2021 Oct 05, 2021	SELL	$51.32 - $54.83 $76,364 - $81,587	-1,488 Reduced 98.54%	22 $2,000
Q2 2021 Jul 09, 2021	SELL	$48.92 - $52.14 $48 - $52	-1 Reduced 0.07%	1,510 $158,000
Q1 2021 Apr 27, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.07%	1,511 $146,000
Q2 2020 Jul 28, 2020	BUY	$28.84 - $38.49 $8,190 - $10,931	284 Added 23.16%	1,510 $111,000
Q1 2020 Apr 22, 2020	BUY	$26.18 - $40.44 $1,309 - $2,022	50 Added 4.25%	1,226 $74,000
Q4 2019 Jan 22, 2020	BUY	$34.47 - $38.58 $40,536 - $45,370	1,176 New	1,176 $90,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$473 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$138 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$105 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$87 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$85.5 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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