Pullen Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Pullen Investment Management, LLC
- $137 Billion
- Q3 2024
A detailed history of Pullen Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pullen Investment Management, LLC holds 77,007 shares of SCHB stock, worth $1.8 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
77,007
Previous 77,155
0.19%
Holding current value
$1.8 Million
Previous $4.85 Billion
5.6%
% of portfolio
3.74%
Previous 4.02%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio