49 Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 2024
A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, 49 Wealth Management, LLC holds 3,471 shares of SCHB stock, worth $81,117. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,471
Previous 3,221
7.76%
Holding current value
$81,117
Previous $203 Million
13.87%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio