Beacon Wealthcare LLC Schwab Strategic Tr Us Broad M Transaction History
Beacon Wealthcare LLC
- $229 Million
- Q2 2024
A detailed history of Beacon Wealthcare LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Beacon Wealthcare LLC holds 159,219 shares of SCHB stock, worth $10.5 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
159,219
Previous 160,583
0.85%
Holding current value
$10.5 Million
Previous $9.8 Million
2.11%
% of portfolio
4.36%
Previous 4.47%
Shares
14 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$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio