Physician Wealth Solutions Inc. Schwab Strategic Tr Us Broad M Transaction History
Physician Wealth Solutions Inc.
- $119 Billion
- Q1 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 17,218 shares of SCHB stock, worth $1.1 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
17,218
Previous 17,355
0.79%
Holding current value
$1.1 Million
Previous $966 Million
8.8%
% of portfolio
0.88%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio