Fft Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Fft Wealth Management LLC
- $437 Million
- Q1 2025
A detailed history of Fft Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fft Wealth Management LLC holds 341,713 shares of SCHB stock, worth $8.4 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
341,713
Previous 448,868
23.87%
Holding current value
$8.4 Million
Previous $10.2 Million
27.79%
% of portfolio
1.68%
Previous 0.79%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio