Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 16,953 shares of SCHB stock, worth $1.13 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
16,953
Previous 16,594
2.16%
Holding current value
$1.13 Million
Previous $1.01 Billion
5.21%
% of portfolio
0.39%
Previous 0.38%
Shares
6 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