Gray Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History
Gray Wealth Management Inc.
- $251 Million
- Q3 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gray Wealth Management Inc. holds 25,689 shares of SCHB stock, worth $589,819. This represents 0.68% of its overall portfolio holdings.
Number of Shares
25,689
Previous 26,519
3.13%
Holding current value
$589,819
Previous $1.67 Million
2.46%
% of portfolio
0.68%
Previous 0.72%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,178Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio