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
1,185Shares Held
194MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$478 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$208 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$151 Million1.52% 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