Global Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Global Wealth Management, LLC
- $157 Billion
- Q4 2024
A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Wealth Management, LLC holds 1,058,243 shares of SCHB stock, worth $23.1 Million. This represents 15.34% of its overall portfolio holdings.
Number of Shares
1,058,243
Previous 352,617
200.11%
Holding current value
$23.1 Million
Previous $23.5 Billion
2.41%
% of portfolio
15.34%
Previous 15.87%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$388 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$250 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$223 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$204 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$195 Million19.23% of portfolio