Bcs Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Bcs Wealth Management
- $312 Million
- Q1 2024
A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bcs Wealth Management holds 39,328 shares of SCHB stock, worth $2.47 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
39,328
Previous 40,393
2.64%
Holding current value
$2.47 Million
Previous $2.25 Million
6.76%
% of portfolio
0.77%
Previous 0.83%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,121Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$253 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$226 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio