Chb Investment Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Chb Investment Group, LLC
- $184 Million
- Q4 2024
A detailed history of Chb Investment Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Chb Investment Group, LLC holds 135,798 shares of SCHB stock, worth $3.15 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
135,798
Previous 48,099
182.33%
Holding current value
$3.15 Million
Previous $3.2 Million
3.66%
% of portfolio
1.67%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
204MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$478 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$208 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$151 Million1.52% 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