Ruggaard & Associates LLC Schwab Strategic Tr Us Broad M Transaction History
Ruggaard & Associates LLC
- $216 Billion
- Q2 2024
A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ruggaard & Associates LLC holds 4,480 shares of SCHB stock, worth $280,179. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,480
Previous 4,480
-0.0%
Holding current value
$280,179
Previous $274 Million
2.98%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.32 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$386 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$294 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$251 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio