Global Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Global Wealth Management, LLC
- $148 Billion
- Q3 2024
A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Wealth Management, LLC holds 352,617 shares of SCHB stock, worth $7.92 Million. This represents 15.87% of its overall portfolio holdings.
Number of Shares
352,617Holding current value
$7.92 Million% of portfolio
15.87%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$476 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$139 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$106 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.5 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.9 Million18.64% of portfolio