Private Wealth Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 1,200 shares of SCHB stock, worth $31,116. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$31,116
Previous $25.8 Million
10.68%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.68 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$436 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$341 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$317 Million3.25% of portfolio