Gateway Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History
Gateway Advisory, LLC
- $558 Million
- Q3 2024
A detailed history of Gateway Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gateway Advisory, LLC holds 19,755 shares of SCHB stock, worth $423,547. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,755
Previous 19,754
0.01%
Holding current value
$423,547
Previous $1.24 Million
5.88%
% of portfolio
0.24%
Previous 0.23%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio