Bsw Wealth Partners Schwab Strategic Tr Us Broad M Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bsw Wealth Partners holds 26,168 shares of SCHB stock, worth $600,817. This represents 0.26% of its overall portfolio holdings.
Number of Shares
26,168
Previous 27,729
5.63%
Holding current value
$600,817
Previous $1.74 Million
0.17%
% of portfolio
0.26%
Previous 0.29%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,178Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio