Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elser Financial Planning, Inc holds 37,337 shares of SCHB stock, worth $867,711. This represents 3.6% of its overall portfolio holdings.
Number of Shares
37,337
Previous 39,227
4.82%
Holding current value
$867,711
Previous $2.47 Billion
0.71%
% of portfolio
3.6%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,162Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$492 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$143 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$109 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$90.5 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.9 Million18.64% of portfolio