Bond & Devick Financial Network, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bond & Devick Financial Network, Inc.
- $263 Million
- Q1 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 526,604 shares of SCHB stock, worth $10.7 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
526,604
Previous 186,163
182.87%
Holding current value
$10.7 Million
Previous $4.23 Million
167.22%
% of portfolio
4.28%
Previous 2.1%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio