Anchor Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Anchor Investment Management, LLC
- $954 Billion
- Q1 2024
A detailed history of Anchor Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Anchor Investment Management, LLC holds 8,526 shares of SCHB stock, worth $554,701. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,526
Previous 8,441
1.01%
Holding current value
$554,701
Previous $470 Million
10.77%
% of portfolio
0.05%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio