Buckingham Strategic Partners Schwab Strategic Tr Us Broad M Transaction History
Buckingham Strategic Partners
- $3.18 Billion
- Q1 2024
A detailed history of Buckingham Strategic Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Buckingham Strategic Partners holds 63,250 shares of SCHB stock, worth $4.05 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
63,250
Previous 37,306
69.54%
Holding current value
$4.05 Million
Previous $2.08 Million
85.98%
% of portfolio
0.12%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio