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 $335,839. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,162
Previous 5,162
-0.0%
Holding current value
$335,839
Previous $230,000
0.87%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio