Ratio Wealth Group Schwab Strategic Tr Us Broad M Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ratio Wealth Group holds 5,425 shares of SCHB stock, worth $357,507. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,425
Previous 5,425
-0.0%
Holding current value
$357,507
Previous $302,000
9.6%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio