Wellington Wealth Strategies, Llc. Schwab Strategic Tr Us Broad M Transaction History
Wellington Wealth Strategies, Llc.
- $23.8 Billion
- Q2 2024
Shares
1 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
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Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio