Cardinal Point Capital Management, Ulc Schwab Strategic Tr Us Broad M Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 217,616 shares of SCHB stock, worth $5.62 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
217,616Holding current value
$5.62 Million% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio