Betterment LLC Schwab Strategic Tr Us Broad M Transaction History
Betterment LLC
- $38.6 Billion
- Q2 2024
A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Betterment LLC holds 6,171,023 shares of SCHB stock, worth $409 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
6,171,023
Previous 6,316,312
2.3%
Holding current value
$409 Million
Previous $386 Million
0.61%
% of portfolio
1.01%
Previous 1.04%
Shares
27 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
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$219 Million14.46% of portfolio