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 $24.7 Million. This represents 15.34% of its overall portfolio holdings.
Number of Shares
1,058,243
Previous 352,617
200.11%
Holding current value
$24.7 Million
Previous $23.5 Billion
2.41%
% of portfolio
15.34%
Previous 15.87%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall 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