Per Stirling Capital Management, Llc. Schwab Strategic Tr Us Broad M Transaction History
Per Stirling Capital Management, Llc.
- $621 Billion
- Q2 2024
A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 5,233 shares of SCHB stock, worth $340,772. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,233
Previous 4,513
15.95%
Holding current value
$340,772
Previous $276 Million
19.41%
% of portfolio
0.05%
Previous 0.05%
Shares
5 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$402 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$262 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio