Rebalance, LLC Schwab Strategic Tr Us Broad M Transaction History
Rebalance, LLC
- $1.24 Trillion
- Q2 2024
A detailed history of Rebalance, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rebalance, LLC holds 3,656,627 shares of SCHB stock, worth $230 Million. This represents 18.5% of its overall portfolio holdings.
Number of Shares
3,656,627
Previous 3,600,779
1.55%
Holding current value
$230 Million
Previous $220 Billion
4.58%
% of portfolio
18.5%
Previous 18.06%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,127Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$252 Million5.24% of portfolio
-
Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$207 Million2.16% of portfolio