Wealthfront Advisers LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Wealthfront Advisers LLC
- $32.2 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHB
# of Institutions
1,181Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.5 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.4 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.1 Million2.16% of portfolio
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Evensky & Katz LLC3.24MShares$75.9 Million14.04% of portfolio