Creekside Partners Schwab Strategic Tr Us Broad M Transaction History
Creekside Partners
- $193 Billion
- Q3 2024
A detailed history of Creekside Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Creekside Partners holds 83,452 shares of SCHB stock, worth $1.94 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
83,452
Previous 82,549
1.09%
Holding current value
$1.94 Million
Previous $5.19 Billion
6.96%
% of portfolio
2.87%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio