Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 13, 2020	SELL	$34.47 - $38.58 $118,921 - $133,101	-3,450 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$35.32 - $36.13 $16,035 - $16,403	-454 Reduced 11.63%	3,450 $245,000
Q2 2019 Aug 07, 2019	BUY	N/A	603 Added 18.27%	3,904 $275,000
Q1 2019 May 13, 2019	SELL	N/A	-4,781 Reduced 59.16%	3,301 $0
Q4 2018 Feb 08, 2019	BUY	N/A	4,446 Added 122.28%	8,082 $484,000
Q3 2018 Nov 14, 2018	BUY	N/A	3,636 New	3,636 $256,000

Others Institutions Holding SCHB

# of Institutions

1,184

Shares Held

169M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$471 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$138 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.4 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.3 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.3 Million
2.16% of portfolio

View Full List

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 Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account