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 $123,364. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,425
Previous 5,425
-0.0%
Holding current value
$123,364
Previous $302,000
9.6%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$468 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$138 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$85.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$74.9 Million2.16% of portfolio