Berkshire Money Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Berkshire Money Management, Inc.
- $836 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,199Shares Held
267MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio