Councilmark Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Councilmark Asset Management, LLC
- $149 Billion
- Q3 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 4,430 shares of SCHB stock, worth $103,484. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,430
Previous 4,430
-0.0%
Holding current value
$103,484
Previous $279 Million
5.81%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.3 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.2 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77 Million2.16% of portfolio