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 $91,558. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,986
Previous 5,278
24.48%
Holding current value
$91,558
Previous $332 Million
20.11%
% of portfolio
0.09%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio