Tidemark, LLC Schwab Strategic Tr Us Broad M Transaction History
Tidemark, LLC
- $263 Million
- Q1 2025
A detailed history of Tidemark, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tidemark, LLC holds 7,156 shares of SCHB stock, worth $173,747. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,156
Previous 7,154
0.03%
Holding current value
$173,747
Previous $162,000
4.94%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,316Shares Held
497MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.42 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$419 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$320 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$289 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$213 Million12.78% of portfolio