Congress Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 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 12,662 shares of SCHB stock, worth $297,303. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,662
Previous 12,537
1.0%
Holding current value
$297,303
Previous $788,000
6.85%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,210Shares Held
315MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio