Bond & Devick Financial Network, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bond & Devick Financial Network, Inc.
- $201 Million
- Q4 2024
A detailed history of Bond & Devick Financial Network, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bond & Devick Financial Network, Inc. holds 186,163 shares of SCHB stock, worth $4.32 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
186,163
Previous 186,163
-0.0%
Holding current value
$4.32 Million
Previous $12.4 Million
65.88%
% of portfolio
2.1%
Previous 5.39%
Shares
16 transactions
Others Institutions Holding SCHB
# of Institutions
1,261Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$537 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$412 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$266 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$237 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$216 Million13.85% of portfolio