Shuttleworth & CO Schwab Strategic Tr Us Broad M Transaction History

Shuttleworth & CO

$110 Billion
Q3 2025

A detailed history of Shuttleworth & CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shuttleworth & CO holds 21,267 shares of SCHB stock, worth $549,113. This represents 0.5% of its overall portfolio holdings.

Number of Shares

21,267

Holding current value

$549,113

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$23.82 - $25.84 $506,579 - $549,539	21,267 New	21,267 $547 Million

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

Wealthfront Advisers LLC

55.1M
Shares

$1.42 Billion
3.41% of portfolio
Betterment LLC New York, NY

16.5M
Shares

$426 Million
0.84% of portfolio
Rebalance, LLC Palo Alto, CA

14.5M
Shares

$374 Million
22.46% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$315 Million
3.44% of portfolio
Strid Group, LLC

8.72M
Shares

$225 Million
29.42% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

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