Abound Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Abound Wealth Management holds 9,636 shares of SCHB stock, worth $209,004. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,636
Previous 3,986
141.75%
Holding current value
$209,004
Previous $265 Million
17.49%
% of portfolio
0.07%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio