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 $2.42 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
36,677
Previous 37,641
2.56%
Holding current value
$2.42 Million
Previous $1.69 Million
4.03%
% of portfolio
0.72%
Previous 0.75%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio