Cross Staff Investments Inc Schwab Strategic Tr Us Broad M Transaction History
Cross Staff Investments Inc
- $114 Million
- Q1 2024
A detailed history of Cross Staff Investments Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cross Staff Investments Inc holds 23,230 shares of SCHB stock, worth $1.46 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
23,230
Previous 18,493
25.62%
Holding current value
$1.46 Million
Previous $1.03 Million
37.8%
% of portfolio
1.24%
Previous 0.97%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,121Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$253 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$226 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio