Abound Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
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 9,689 shares of SCHB stock, worth $206,860. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,689
Previous 9,636
0.55%
Holding current value
$206,860
Previous $219 Million
4.64%
% of portfolio
0.07%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding SCHB
# of Institutions
1,272Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio