Integris Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Integris Wealth Management, LLC
- $383 Billion
- Q2 2025
A detailed history of Integris Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Integris Wealth Management, LLC holds 24,107 shares of SCHB stock, worth $622,924. This represents 0.15% of its overall portfolio holdings.
Number of Shares
24,107Holding current value
$622,924% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio