Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$44.47 - $49.23 $41,268 - $45,685	-928 Reduced 55.17%	754 $36,000
Q4 2022 Feb 06, 2023	BUY	$41.94 - $47.81 $52,760 - $60,144	1,258 Added 296.7%	1,682 $75,000
Q3 2022 Nov 08, 2022	SELL	$41.99 - $50.63 $41 - $50	-1 Reduced 0.24%	424 $18,000
Q2 2022 Jul 19, 2022	SELL	$42.93 - $53.98 $171 - $215	-4 Reduced 0.93%	425 $19,000
Q1 2022 Apr 29, 2022	BUY	$49.15 - $56.85 $10,321 - $11,938	210 Added 95.89%	429 $23,000
Q4 2021 Jan 24, 2022	SELL	$51.87 - $56.86 $259 - $284	-5 Reduced 2.23%	219 $25,000
Q1 2021 Apr 29, 2021	SELL	$44.89 - $48.81 $17,192 - $18,694	-383 Reduced 63.1%	224 $22,000
Q3 2020 Oct 20, 2020	SELL	$36.93 - $42.52 $51,517 - $59,315	-1,395 Reduced 69.68%	607 $48,000
Q1 2020 Apr 14, 2020	SELL	$26.18 - $40.44 $2,068 - $3,194	-79 Reduced 3.8%	2,002 $121,000
Q4 2019 Jan 27, 2020	BUY	$34.47 - $38.58 $4,446 - $4,976	129 Added 6.61%	2,081 $160,000
Q2 2019 Jul 23, 2019	SELL	N/A	-44 Reduced 2.2%	1,952 $138,000
Q1 2019 Apr 11, 2019	SELL	N/A	-4,352 Reduced 68.56%	1,996 $136,000
Q4 2018 Jan 17, 2019	BUY	N/A	1,540 Added 32.03%	6,348 $380,000
Q3 2018 Nov 02, 2018	BUY	N/A	12 Added 0.25%	4,808 $338,000
Q1 2018 Apr 30, 2018	BUY	N/A	202 Added 4.4%	4,796 $306,000
Q4 2017 Feb 01, 2018	BUY	N/A	63 Added 1.39%	4,594 $296,000
Q3 2017 Oct 24, 2017	SELL	N/A	-6 Reduced 0.13%	4,531 $276,000
Q2 2017 Aug 10, 2017	BUY	N/A	4,537	4,537 $265,000

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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