Woodmont Investment Counsel LLC Schwab Strategic Tr Us Broad M Transaction History

Woodmont Investment Counsel LLC

$1.32 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$54.61 - $61.05 $109,001 - $121,855	1,996 New	1,996 $121,000
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $946,235 - $1.09 Million	19,252 Added 100.0%	38,504 $2.06 Million
Q3 2021 Nov 12, 2021	SELL	$51.32 - $54.83 $114,289 - $122,106	-2,227 Reduced 10.37%	19,252 $2 Million
Q2 2021 Aug 16, 2021	BUY	$48.92 - $52.14 $48,822 - $52,035	998 Added 4.87%	21,479 $2.24 Million
Q1 2021 May 17, 2021	SELL	$44.89 - $48.81 $13,467 - $14,643	-300 Reduced 1.44%	20,481 $1.98 Million
Q2 2020 Aug 14, 2020	BUY	$28.84 - $38.49 $8,652 - $11,547	300 Added 1.46%	20,781 $1.53 Million
Q3 2019 Nov 14, 2019	SELL	$35.32 - $36.13 $70 - $72	-2 Reduced 0.01%	20,481 $1.46 Million
Q4 2018 Feb 14, 2019	BUY	N/A	20,483 New	20,483 $1.23 Million

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$473 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$138 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$105 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$87 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$85.5 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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