Financial Designs Corp Schwab Strategic Tr Us Broad M Transaction History
Financial Designs Corp
- $145 Billion
- Q2 2024
A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Designs Corp holds 46,609 shares of SCHB stock, worth $3 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
46,609
Previous 47,051
0.94%
Holding current value
$3 Million
Previous $2.87 Billion
2.01%
% of portfolio
2.01%
Previous 1.89%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,125Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.41 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$406 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$258 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$235 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$218 Million14.63% of portfolio