Better Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Better Wealth, LLC
- $324 Million
- Q1 2025
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 19,695 shares of SCHB stock, worth $420,488. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,695
Previous 19,695
-0.0%
Holding current value
$420,488
Previous $447,000
5.15%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio