Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Gps Wealth Strategies Group, LLC
- $653 Million
- Q2 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 150 shares of SCHB stock, worth $9,768. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 507
70.41%
Holding current value
$9,768
Previous $30,000
70.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$402 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$262 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio