Abound Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Abound Wealth Management
- $301 Billion
- Q3 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 3,986 shares of SCHB stock, worth $91,518. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,986
Previous 5,278
24.48%
Holding current value
$91,518
Previous $332 Million
20.11%
% of portfolio
0.09%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,178Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio