Baldrige Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Baldrige Asset Management LLC holds 36,677 shares of SCHB stock, worth $947,733. This represents 0.72% of its overall portfolio holdings.
Number of Shares
36,677
Previous 37,641
2.56%
Holding current value
$947,733
Previous $1.69 Million
4.03%
% of portfolio
0.72%
Previous 0.75%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio