Better Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Better Wealth, LLC
- $330 Million
- Q3 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 $150,338. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,565
Previous 6,565
-0.0%
Holding current value
$150,338
Previous $412,000
5.83%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio