Exchange Bank Schwab Strategic Tr Us Broad M Transaction History
Exchange Bank
- $126 Billion
- Q2 2025
A detailed history of Exchange Bank transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Exchange Bank holds 77,350 shares of SCHB stock, worth $2 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
77,350
Previous 77,850
0.64%
Holding current value
$2 Million
Previous $1.68 Billion
9.97%
% of portfolio
1.46%
Previous 1.35%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$435 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$340 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$316 Million3.25% of portfolio