Gunn & CO Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
A detailed history of Gunn & CO Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gunn & CO Investment Management, Inc. holds 3,530 shares of SCHB stock, worth $75,965. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,530
Previous 3,650
3.29%
Holding current value
$75,965
Previous $229,000
102439.74%
% of portfolio
0.16%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$382 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$247 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$220 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$201 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio