Bond & Devick Financial Network, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bond & Devick Financial Network, Inc.
- $287 Million
- Q2 2025
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 543,808 shares of SCHB stock, worth $13.4 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
543,808
Previous 526,604
3.27%
Holding current value
$13.4 Million
Previous $11.3 Million
14.77%
% of portfolio
4.51%
Previous 4.28%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio