Bill Few Associates, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bill Few Associates, Inc.
- $258 Million
- Q2 2024
A detailed history of Bill Few Associates, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bill Few Associates, Inc. holds 5,324 shares of SCHB stock, worth $338,925. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,324
Previous 5,324
-0.0%
Holding current value
$338,925
Previous $325,000
2.77%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio