Sunpointe, LLC Schwab Strategic Tr Us Broad M Transaction History

Sunpointe, LLC

$154 Billion
Q2 2024

A detailed history of Sunpointe, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sunpointe, LLC holds 413,315 shares of SCHB stock, worth $26.3 Million. This represents 16.96% of its overall portfolio holdings.

Number of Shares

413,315

Holding current value

$26.3 Million

% of portfolio

16.96%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$57.57 - $63.3 $23.8 Million - $26.2 Million	413,315 New	413,315 $26.1 Billion

Others Institutions Holding SCHB

# of Institutions

1,145

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$1.35 Billion
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$393 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$299 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

4.02M
Shares

$256 Million
5.22% of portfolio
Rebalance, LLC Palo Alto, CA

3.66M
Shares

$233 Million
18.5% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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