Apcm Wealth Management For Individuals Schwab Strategic Tr Us Broad M Transaction History
Apcm Wealth Management For Individuals
- $643 Million
- Q4 2024
A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 21,501 shares of SCHB stock, worth $460,981. This represents 0.08% of its overall portfolio holdings.
Number of Shares
21,501
Previous 7,417
189.89%
Holding current value
$460,981
Previous $493,000
1.01%
% of portfolio
0.08%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio