Everett Harris & CO Schwab Strategic Tr Us Broad M Transaction History
Everett Harris & CO
- $7.77 Billion
- Q2 2024
A detailed history of Everett Harris & CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everett Harris & CO holds 6,170 shares of SCHB stock, worth $392,535. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,170
Previous 4,550
35.6%
Holding current value
$392,535
Previous $277,000
39.71%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio