Delta Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Delta Asset Management LLC
- $1.13 Billion
- Q1 2024
A detailed history of Delta Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Delta Asset Management LLC holds 67 shares of SCHB stock, worth $4,265. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 66
1.52%
Holding current value
$4,265
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio