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 $1.89 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
77,350
Previous 77,850
0.64%
Holding current value
$1.89 Million
Previous $1.68 Billion
9.97%
% of portfolio
1.46%
Previous 1.35%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,333Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.43 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$422 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$322 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$291 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio