Zions Bancorporation, N.A. Schwab Strategic Tr Us Broad M Transaction History

Zions Bancorporation, N.A.

$1.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$36.93 - $42.52 $3,656 - $4,209	-99 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$26.18 - $40.44 $2,591 - $4,003	99 New	99 $6,000

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$473 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$139 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$87.8 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$86.7 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$75.7 Million
2.16% of portfolio

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 Zions Bancorporation, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Zions Bancorporation, N.A. with notifications on news.