Blooom, Inc. Schwab Strategic Tr Us Broad M Transaction History
Blooom, Inc.
- $52.7 Million
- Q3 2022
A detailed history of Blooom, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blooom, Inc. holds 19,112 shares of SCHB stock, worth $449,896. This represents 1.53% of its overall portfolio holdings.
Number of Shares
19,112
Previous 17,915
6.68%
Holding current value
$449,896
Previous $829,000
2.77%
% of portfolio
1.53%
Previous 1.42%
Shares
8 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