Wiser Advisor Group LLC Schwab Strategic Tr Us Broad M Transaction History
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wiser Advisor Group LLC holds 389 shares of SCHB stock, worth $25,331. This represents 0.04% of its overall portfolio holdings.
Number of Shares
389
Previous 387
0.52%
Holding current value
$25,331
Previous $23.7 Million
2.97%
% of portfolio
0.04%
Previous 0.04%
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$402 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$262 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio