Wbi Investments, Inc. Schwab Strategic Tr Us Broad M Transaction History

Wbi Investments, Inc.

$402 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$42.93 - $53.98 $8.02 Million - $10.1 Million	-186,880 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$49.15 - $56.85 $9.19 Million - $10.6 Million	186,880 New	186,880 $9.98 Million
Q4 2021 Jan 28, 2022	SELL	$51.87 - $56.86 $4.01 Million - $4.39 Million	-77,267 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$51.32 - $54.83 $3.97 Million - $4.24 Million	77,267 New	77,267 $8.02 Million
Q4 2020 Feb 04, 2021	SELL	$39.03 - $45.5 $3.86 Million - $4.5 Million	-98,955 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$36.93 - $42.52 $1.32 Million - $1.52 Million	-35,684 Reduced 26.5%	98,955 $7.88 Million
Q2 2020 Aug 11, 2020	BUY	$28.84 - $38.49 $3.88 Million - $5.18 Million	134,639 New	134,639 $9.89 Million

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

$472 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$139 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.6 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.5 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.5 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbi Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wbi Investments, Inc. with notifications on news.