Blossom Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Blossom Wealth Management
- $45.9 Million
- Q2 2024
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 25,469 shares of SCHB stock, worth $1.68 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
25,469
Previous 24,156
5.44%
Holding current value
$1.68 Million
Previous $1.47 Million
8.62%
% of portfolio
3.49%
Previous 3.55%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio