Shira Ridge Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shira Ridge Wealth Management holds 7,038 shares of SCHB stock, worth $160,818. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,038
Previous 7,038
-0.0%
Holding current value
$160,818
Previous $442 Million
5.81%
% of portfolio
0.24%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,184Shares Held
169MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$471 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$138 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.4 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.3 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.3 Million2.16% of portfolio