Gen Wealth Partners Inc Schwab Strategic Tr Us Broad M Transaction History
Gen Wealth Partners Inc
- $207 Billion
- Q2 2024
A detailed history of Gen Wealth Partners Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gen Wealth Partners Inc holds 95 shares of SCHB stock, worth $2,100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 85
11.76%
Holding current value
$2,100
Previous $5.19 Million
15.17%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio