Fine Mark National Bank & Trust Schwab Strategic Tr Us Broad M Transaction History
Fine Mark National Bank & Trust
- $2.84 Billion
- Q3 2024
A detailed history of Fine Mark National Bank & Trust transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fine Mark National Bank & Trust holds 18,090 shares of SCHB stock, worth $422,582. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,090
Previous 9,680
86.88%
Holding current value
$422,582
Previous $608,000
97.86%
% of portfolio
0.04%
Previous 0.02%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
288MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio