Carlton Hofferkamp & Jenks Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $257 Million
- Q4 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 866,529 shares of SCHB stock, worth $20.5 Million. This represents 7.64% of its overall portfolio holdings.
Number of Shares
866,529
Previous 868,604
0.24%
Holding current value
$20.5 Million
Previous $57.8 Million
65.96%
% of portfolio
7.64%
Previous 18.8%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,255Shares Held
431MCall Options Held
298KPut Options Held
31.3K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio