Exchange Bank Schwab Strategic Tr Us Broad M Transaction History
Exchange Bank
- $124 Billion
- Q1 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 77,850 shares of SCHB stock, worth $1.67 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
77,850
Previous 77,850
-0.0%
Holding current value
$1.67 Million
Previous $1.77 Billion
5.15%
% of portfolio
1.35%
Previous 1.42%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$256 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio