Grandfield & Dodd, LLC Schwab Strategic Tr Us Broad M Transaction History
Grandfield & Dodd, LLC
- $1.5 Billion
- Q1 2024
A detailed history of Grandfield & Dodd, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Grandfield & Dodd, LLC holds 4,128 shares of SCHB stock, worth $262,788. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,128
Previous 4,143
0.36%
Holding current value
$262,788
Previous $230,000
9.57%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio