Able Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Able Wealth Management LLC holds 5,216 shares of SCHB stock, worth $331,841. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,216Holding current value
$331,841% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio