Bright Futures Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 10,232 shares of SCHB stock, worth $237,689. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,232
Previous 3,400
200.94%
Holding current value
$237,689
Previous $213,000
219.25%
% of portfolio
0.34%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio