Endurance Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Endurance Wealth Management, Inc.
- $731 Million
- Q2 2023
A detailed history of Endurance Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 30 shares of SCHB stock, worth $711. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$711
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.39 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$409 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$283 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$282 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$214 Million13.03% of portfolio