Glassman Wealth Services Schwab Strategic Tr Us Broad M Transaction History
Glassman Wealth Services
- $596 Million
- Q1 2025
A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glassman Wealth Services holds 5,579 shares of SCHB stock, worth $128,317. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,579
Previous 5,579
-0.0%
Holding current value
$128,317
Previous $126,000
4.76%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio