Northwest Financial Advisors Schwab Strategic Tr Us Broad M Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Northwest Financial Advisors holds 2,989 shares of SCHB stock, worth $194,464. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,989
Previous 2,989
-0.0%
Holding current value
$194,464
Previous $182 Million
2.98%
% of portfolio
0.13%
Previous 0.13%
Shares
2 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$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio