Bogart Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bogart Wealth, LLC holds 22,299 shares of SCHB stock, worth $518,005. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,299
Previous 23,415
4.77%
Holding current value
$518,005
Previous $1.47 Million
0.75%
% of portfolio
0.07%
Previous 0.07%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio