Global Wealth Strategies & Associates Schwab Strategic Tr Us Broad M Transaction History
Global Wealth Strategies & Associates
- $304 Billion
- Q3 2024
A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 355 shares of SCHB stock, worth $8,257. This represents 0.01% of its overall portfolio holdings.
Number of Shares
355
Previous 355
-0.0%
Holding current value
$8,257
Previous $22.3 Million
5.81%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,183Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio