Legacy Capital Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Legacy Capital Wealth Management, LLC
- $101 Billion
- Q4 2024
A detailed history of Legacy Capital Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Capital Wealth Management, LLC holds 11,488 shares of SCHB stock, worth $289,497. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,488Holding current value
$289,497% of portfolio
0.26%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
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Rebalance, LLC Palo Alto, CA13.2MShares$332 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$308 Million3.25% of portfolio