Goldstein Munger & Associates Schwab Strategic Tr Us Broad M Transaction History
Goldstein Munger & Associates
- $303 Million
- Q3 2022
A detailed history of Goldstein Munger & Associates transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Goldstein Munger & Associates holds 13,007 shares of SCHB stock, worth $319,061. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,007
Previous 13,007
-0.0%
Holding current value
$319,061
Previous $575,000
5.04%
% of portfolio
0.18%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio