Accredited Investors Inc. Schwab Strategic Tr Us Broad M Transaction History
Accredited Investors Inc.
- $1.55 Billion
- Q2 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 1,611,625 shares of SCHB stock, worth $35.6 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
1,611,625
Previous 1,036,606
55.47%
Holding current value
$35.6 Million
Previous $63.3 Million
60.11%
% of portfolio
6.56%
Previous 4.22%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio