Berkshire Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Berkshire Asset Management LLC
- $2 Billion
- Q2 2024
A detailed history of Berkshire Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Berkshire Asset Management LLC holds 66,915 shares of SCHB stock, worth $4.36 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
66,915
Previous 65,439
2.26%
Holding current value
$4.36 Million
Previous $4 Million
5.28%
% of portfolio
0.21%
Previous 0.21%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$402 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$262 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio