Abacus Planning Group, Inc. Schwab Strategic Tr Us Broad M Transaction History
Abacus Planning Group, Inc.
- $667 Million
- Q3 2025
A detailed history of Abacus Planning Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Abacus Planning Group, Inc. holds 86,429 shares of SCHB stock, worth $2.22 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
86,429
Previous 87,406
1.12%
Holding current value
$2.22 Million
Previous $2.08 Million
6.72%
% of portfolio
0.33%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,348Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio