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 $1.96 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
83,452
Previous 82,549
1.09%
Holding current value
$1.96 Million
Previous $5.19 Billion
6.96%
% of portfolio
2.87%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
204MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$483 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Summit Financial Strategies, Inc.4.05MShares$95 Million11.0% of portfolio