Accredited Investors Inc. Schwab Strategic Tr Us Broad M Transaction History
Accredited Investors Inc.
- $1.68 Billion
- Q3 2024
A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Accredited Investors Inc. holds 1,619,374 shares of SCHB stock, worth $37.2 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
1,619,374
Previous 4,361
37033.09%
Holding current value
$37.2 Million
Previous $290,000
37044.83%
% of portfolio
6.41%
Previous 0.01%
Shares
30 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