Waterloo Capital, L.P. Schwab Strategic Tr Us Broad M Transaction History
Waterloo Capital, L.P.
- $833 Billion
- Q2 2024
A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waterloo Capital, L.P. holds 14,702 shares of SCHB stock, worth $976,065. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,702
Previous 14,860
1.06%
Holding current value
$976,065
Previous $907 Million
1.89%
% of portfolio
0.11%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio