Councilmark Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Councilmark Asset Management, LLC
- $149 Billion
- Q4 2024
A detailed history of Councilmark Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Councilmark Asset Management, LLC holds 13,290 shares of SCHB stock, worth $281,880. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,290
Previous 4,430
200.0%
Holding current value
$281,880
Previous $295 Million
2.38%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio