Facet Wealth, Inc. Schwab Strategic Tr Us Broad M Transaction History
Facet Wealth, Inc.
- $3.68 Billion
- Q4 2024
A detailed history of Facet Wealth, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Facet Wealth, Inc. holds 68,095 shares of SCHB stock, worth $1.46 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
68,095
Previous 58,671
16.06%
Holding current value
$1.46 Million
Previous $3.9 Million
60.4%
% of portfolio
0.04%
Previous 0.11%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
484MCall 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, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio