Wedmont Private Capital Schwab Strategic Tr Us Broad M Put Options Transaction History

Wedmont Private Capital

$2.28 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHB

# of Institutions

1,344

Shares Held

569M

Call Options Held

500K

Put Options Held

21.5K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.59 Billion
2.18% of portfolio
Wealthfront Advisers LLC

56.4M
Shares

$1.38 Billion
3.52% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$413 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

13.2M
Shares

$323 Million
21.31% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$300 Million
3.25% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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