Coldstream Capital Management Inc Schwab Strategic Tr Us Broad M Transaction History
Coldstream Capital Management Inc
- $3.92 Billion
- Q1 2024
A detailed history of Coldstream Capital Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Coldstream Capital Management Inc holds 5,292 shares of SCHB stock, worth $336,624. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,292
Previous 5,222
1.34%
Holding current value
$336,624
Previous $290,000
11.38%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$229 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio