Chicago Partners Investment Group LLC Schwab Strategic Tr Us Broad M Transaction History
Chicago Partners Investment Group LLC
- $2.43 Billion
- Q2 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 162,252 shares of SCHB stock, worth $10.7 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
162,252
Previous 148,550
9.22%
Holding current value
$10.7 Million
Previous $9.07 Million
12.48%
% of portfolio
0.42%
Previous 0.39%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio