Unique Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Unique Wealth, LLC
- $437 Billion
- Q3 2024
A detailed history of Unique Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Unique Wealth, LLC holds 9,187 shares of SCHB stock, worth $609,924. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,187
Previous 8,524
7.78%
Holding current value
$609,924
Previous $536 Million
14.04%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio