Dogwood Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,552 shares of SCHB stock, worth $35,571. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,552
Previous 1,552
-0.0%
Holding current value
$35,571
Previous $94.8 Million
8.96%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
445MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$407 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$205 Million19.23% of portfolio