Stonekeep Investments, LLC Schwab Strategic Tr Us Broad M Transaction History
Stonekeep Investments, LLC
- $149 Billion
- Q2 2025
A detailed history of Stonekeep Investments, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stonekeep Investments, LLC holds 862,130 shares of SCHB stock, worth $21.1 Million. This represents 13.83% of its overall portfolio holdings.
Number of Shares
862,130
Previous 858,515
0.42%
Holding current value
$21.1 Million
Previous $18.5 Billion
11.15%
% of portfolio
13.83%
Previous 13.63%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,342Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio