Bt Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bt Wealth Management LLC holds 5,162 shares of SCHB stock, worth $118,726. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,162
Previous 5,162
-0.0%
Holding current value
$118,726
Previous $230,000
0.87%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio