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 $358,751. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,625
Previous 14,625
-0.0%
Holding current value
$358,751
Previous $332,000
5.72%
% of portfolio
0.31%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall 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