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 $325,111. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,107
Previous 5,087
0.39%
Holding current value
$325,111
Previous $228 Million
7.2%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio