Fonville Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fonville Wealth Management LLC holds 22,452 shares of SCHB stock, worth $1.47 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
22,452
Previous 22,807
1.56%
Holding current value
$1.47 Million
Previous $1.39 Billion
1.67%
% of portfolio
0.56%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$403 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$307 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$262 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$239 Million18.5% of portfolio