Family Firm, Inc. Schwab Strategic Tr Us Broad M Transaction History
Family Firm, Inc.
- $413 Million
- Q1 2024
A detailed history of Family Firm, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Family Firm, Inc. holds 118,537 shares of SCHB stock, worth $7.45 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
118,537
Previous 109,787
7.97%
Holding current value
$7.45 Million
Previous $6.11 Million
18.41%
% of portfolio
1.75%
Previous 1.52%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,121Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$253 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$226 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio