Blossom Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Blossom Wealth Management
- $61.6 Million
- Q3 2025
A detailed history of Blossom Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blossom Wealth Management holds 68,990 shares of SCHB stock, worth $1.78 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
68,990
Previous 68,052
1.38%
Holding current value
$1.78 Million
Previous $1.62 Million
9.38%
% of portfolio
2.88%
Previous 2.88%
Shares
20 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio