Financial Perspectives, Inc Schwab Strategic Tr Us Broad M Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Perspectives, Inc holds 236 shares of SCHB stock, worth $15,552. This represents 0.01% of its overall portfolio holdings.
Number of Shares
236
Previous 236
-0.0%
Holding current value
$15,552
Previous $14.4 Million
2.98%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares 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$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio