Caliber Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 9,573 shares of SCHB stock, worth $609,034. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,573
Previous 9,544
0.3%
Holding current value
$609,034
Previous $531,000
9.98%
% of portfolio
0.31%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio