Diligent Investors, LLC Schwab Strategic Tr Us Broad M Transaction History
Diligent Investors, LLC
- $372 Million
- Q2 2024
A detailed history of Diligent Investors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diligent Investors, LLC holds 16,517 shares of SCHB stock, worth $1.09 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,517
Previous 17,319
4.63%
Holding current value
$1.09 Million
Previous $1.06 Million
1.8%
% of portfolio
0.28%
Previous 0.29%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares 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$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio