Culbertson A N & CO Inc Schwab Strategic Tr Us Broad M Transaction History
Culbertson A N & CO Inc
- $620 Million
- Q4 2024
A detailed history of Culbertson A N & CO Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Culbertson A N & CO Inc holds 15,000 shares of SCHB stock, worth $320,250. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,000
Previous 5,000
200.0%
Holding current value
$320,250
Previous $332,000
2.41%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,275Shares Held
479MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio