Capital Group Private Client Services, Inc. Schwab Strategic Tr Us Broad M Transaction History
Capital Group Private Client Services, Inc.
- $10.2 Billion
- Q4 2024
A detailed history of Capital Group Private Client Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 14,275 shares of SCHB stock, worth $306,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,275
Previous 4,783
198.45%
Holding current value
$306,056
Previous $318,000
1.89%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio