Dakota Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Dakota Wealth Management
- $4.18 Billion
- Q2 2024
A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dakota Wealth Management holds 11,230 shares of SCHB stock, worth $743,762. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,230
Previous 14,773
23.98%
Holding current value
$743,762
Previous $901,000
21.64%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio