Bfsg, LLC Schwab Strategic Tr Us Broad M Transaction History
Bfsg, LLC
- $843 Million
- Q3 2024
A detailed history of Bfsg, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bfsg, LLC holds 750 shares of SCHB stock, worth $17,655. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 746
0.54%
Holding current value
$17,655
Previous $46,000
6.52%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,186Shares Held
210MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$485 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Summit Financial Strategies, Inc.4.05MShares$95.4 Million11.0% of portfolio