Exchange Bank Schwab Strategic Tr Us Broad M Transaction History
Exchange Bank
- $124 Billion
- Q4 2024
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 $1.83 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
77,850
Previous 26,000
199.42%
Holding current value
$1.83 Million
Previous $1.73 Billion
2.18%
% of portfolio
1.42%
Previous 1.41%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,186Shares Held
210MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$485 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Summit Financial Strategies, Inc.4.05MShares$95.4 Million11.0% of portfolio