Shira Ridge Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 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 $467,252. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,038
Previous 7,038
-0.0%
Holding current value
$467,252
Previous $430 Million
2.98%
% of portfolio
0.25%
Previous 0.25%
Shares
1 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