Bip Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Bip Wealth, LLC
- $1.47 Trillion
- Q3 2024
A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bip Wealth, LLC holds 4,265 shares of SCHB stock, worth $97,967. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,265
Previous 4,245
0.47%
Holding current value
$97,967
Previous $267 Million
6.3%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,162Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio