Carlton Hofferkamp & Jenks Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $246 Million
- Q2 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 293,014 shares of SCHB stock, worth $18.6 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
293,014
Previous 299,688
2.23%
Holding current value
$18.6 Million
Previous $18.3 Million
0.69%
% of portfolio
7.5%
Previous 7.67%
Shares
28 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