Wrapmanager Inc Schwab Strategic Tr Us Broad M Transaction History

Wrapmanager Inc

$405 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 03, 2018	SELL	N/A	-4,294 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	N/A	4,294	4,294 $277,000

Others Institutions Holding SCHB

# of Institutions

1,358

Shares Held

563M

Call Options Held

500K

Put Options Held

12.1K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

64.8M
Shares

$1.67 Billion
2.18% of portfolio
Wealthfront Advisers LLC

55.1M
Shares

$1.42 Billion
3.41% of portfolio
Betterment LLC New York, NY

16.8M
Shares

$435 Million
0.85% of portfolio
Rebalance, LLC Palo Alto, CA

14.5M
Shares

$374 Million
22.46% of portfolio
Scs Capital Management LLC Boston, MA

12.2M
Shares

$316 Million
3.25% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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