Godsey & Gibb Associates Schwab Strategic Tr Us Broad M Transaction History
Godsey & Gibb Associates
- $995 Million
- Q1 2025
A detailed history of Godsey & Gibb Associates transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Godsey & Gibb Associates holds 2,103 shares of SCHB stock, worth $47,801. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,103
Previous 2,103
-0.0%
Holding current value
$47,801
Previous $47,000
4.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,291Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$271 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio