Betterment LLC Schwab Strategic Tr Us Broad M Call Options Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio
-
Evensky & Katz LLC3.24MShares$74.2 Million14.04% of portfolio