Blue Investment Partners LLC Schwab Strategic Tr Us Broad M Transaction History
Blue Investment Partners LLC
- $210 Million
- Q2 2024
A detailed history of Blue Investment Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blue Investment Partners LLC holds 177,693 shares of SCHB stock, worth $11.6 Million. This represents 5.33% of its overall portfolio holdings.
Number of Shares
177,693
Previous 171,596
3.55%
Holding current value
$11.6 Million
Previous $10.5 Million
6.64%
% of portfolio
5.33%
Previous 5.49%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$403 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$307 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$262 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$239 Million18.5% of portfolio