Global Financial Private Client, LLC Schwab Strategic Tr Us Broad M Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Financial Private Client, LLC holds 1,332 shares of SCHB stock, worth $31,635. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,332
Previous 444
200.0%
Holding current value
$31,635
Previous $29.5 Million
2.37%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$550 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$422 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$272 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$242 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio