Benchmark Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 199,659 shares of SCHB stock, worth $4.28 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
199,659
Previous 61,142
226.55%
Holding current value
$4.28 Million
Previous $4.07 Million
11.43%
% of portfolio
2.24%
Previous 2.01%
Shares
11 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