Congress Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,537 shares of SCHB stock, worth $828,570. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,537Holding current value
$828,570% of portfolio
0.01%Shares
4 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$408 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$310 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$265 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio