Solutions 4 Wealth, LTD Schwab Strategic Tr Us Broad M Transaction History
Solutions 4 Wealth, LTD
- $56.7 Billion
- Q1 2025
A detailed history of Solutions 4 Wealth, LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 20,186 shares of SCHB stock, worth $458,625. This represents 0.77% of its overall portfolio holdings.
Number of Shares
20,186
Previous 20,169
0.08%
Holding current value
$458,625
Previous $458 Million
5.07%
% of portfolio
0.77%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio