Charles Schwab Investment Management Inc Schwab Strategic Tr Us Broad M Transaction History
Charles Schwab Investment Management Inc
- $521 Billion
- Q1 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,282,278 shares of SCHB stock, worth $29.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,282,278
Previous 1,214,411
5.59%
Holding current value
$29.1 Million
Previous $27.6 Million
0.15%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,291Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$271 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio