Chesley Taft & Associates LLC Schwab Strategic Tr Us Broad M Transaction History
Chesley Taft & Associates LLC
- $2.08 Billion
- Q3 2024
A detailed history of Chesley Taft & Associates LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 19,612 shares of SCHB stock, worth $433,621. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,612
Previous 18,365
6.79%
Holding current value
$433,621
Previous $1.15 Million
13.0%
% of portfolio
0.06%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio