Global Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Global Wealth Management, LLC
- $157 Billion
- Q4 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 1,058,243 shares of SCHB stock, worth $24.7 Million. This represents 15.34% of its overall portfolio holdings.
Number of Shares
1,058,243
Previous 352,617
200.11%
Holding current value
$24.7 Million
Previous $23.5 Billion
2.41%
% of portfolio
15.34%
Previous 15.87%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,220Shares Held
318MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio