Strategic Financial Concepts, LLC Schwab Strategic Tr Us Broad M Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,696,336 shares of SCHB stock, worth $306 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,696,336
Previous 74,399
6212.36%
Holding current value
$306 Million
Previous $4.54 Billion
93.59%
% of portfolio
0.17%
Previous 1.09%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$215 Million14.46% of portfolio