Abound Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Abound Wealth Management
- $399 Billion
- Q3 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 27,784 shares of SCHB stock, worth $714,882. This represents 0.18% of its overall portfolio holdings.
Number of Shares
27,784
Previous 26,718
3.99%
Holding current value
$714,882
Previous $637 Million
12.19%
% of portfolio
0.18%
Previous 0.18%
Shares
16 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