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 $241 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
$241 Million
Previous $220 Billion
4.58%
% of portfolio
18.5%
Previous 18.06%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Evensky & Katz LLC3.3MShares$218 Million14.46% of portfolio