Mosaic Family Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Mosaic Family Wealth Partners, LLC
- $785 Billion
- Q2 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 9,872 shares of SCHB stock, worth $254,006. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,872Holding current value
$254,006% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio