Concourse Financial Group Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History
Concourse Financial Group Securities, Inc.
- $1.67 Billion
- Q4 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 3,576 shares of SCHB stock, worth $76,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,576
Previous 1,192
200.0%
Holding current value
$76,669
Previous $79,000
2.53%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio