Gratus Capital LLC Schwab Strategic Tr Us Broad M Transaction History
Gratus Capital LLC
- $2.1 Billion
- Q1 2024
A detailed history of Gratus Capital LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gratus Capital LLC holds 9,772 shares of SCHB stock, worth $631,759. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,772
Previous 9,744
0.29%
Holding current value
$631,759
Previous $542,000
9.96%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.42 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$408 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$260 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$233 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$219 Million14.63% of portfolio