Sunbelt Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History
Sunbelt Securities, Inc.
- $897 Million
- Q2 2024
A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 1,942 shares of SCHB stock, worth $44,607. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,942
Previous 2,306
15.78%
Holding current value
$44,607
Previous $140,000
12.86%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio