Michael A. Dubis Financial Planning, LLC Schwab Strategic Tr Us Broad M Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 14,625 shares of SCHB stock, worth $368,550. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,625
Previous 14,625
-0.0%
Holding current value
$368,550
Previous $332,000
5.72%
% of portfolio
0.31%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,350Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.63 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.42 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$424 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$332 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$308 Million3.25% of portfolio