Truvvo Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Truvvo Partners LLC

$5.22 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-186,576 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	186,576	186,576 $4.4 Million

Others Institutions Holding SCHB

# of Institutions

1,180

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$481 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

$89.3 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$88.2 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$77 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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