Alpha Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Alpha Financial Partners, LLC
- $140 Billion
- Q3 2024
A detailed history of Alpha Financial Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 4,358 shares of SCHB stock, worth $96,355. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,358Holding current value
$96,355% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares 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
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Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio