Danda Trouve Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Danda Trouve Investment Management, Inc.
- $54.1 Million
- Q3 2022
A detailed history of Danda Trouve Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Danda Trouve Investment Management, Inc. holds 50,817 shares of SCHB stock, worth $1.2 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
50,817
Previous 104,853
51.54%
Holding current value
$1.2 Million
Previous $4.63 Million
53.94%
% of portfolio
3.95%
Previous 7.13%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,255Shares Held
431MCall Options Held
298KPut Options Held
31.3K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio