Financial Consulate, Inc Schwab Strategic Tr Us Broad M Transaction History
Financial Consulate, Inc
- $324 Million
- Q2 2024
A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Consulate, Inc holds 39,689 shares of SCHB stock, worth $2.63 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
39,689
Previous 42,339
6.26%
Holding current value
$2.63 Million
Previous $2.58 Million
3.44%
% of portfolio
0.77%
Previous 0.8%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio