Better Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Better Wealth, LLC
- $306 Million
- Q2 2024
A detailed history of Better Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Better Wealth, LLC holds 6,565 shares of SCHB stock, worth $434,799. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,565
Previous 7,161
8.32%
Holding current value
$434,799
Previous $437,000
5.72%
% of portfolio
0.13%
Previous 0.15%
Shares
2 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, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio