Brainard Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Brainard Capital Management LLC
- $131 Billion
- Q1 2023
A detailed history of Brainard Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Brainard Capital Management LLC holds 5,107 shares of SCHB stock, worth $125,274. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,107
Previous 5,087
0.39%
Holding current value
$125,274
Previous $228 Million
7.2%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio