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 $567,983. This represents 0.68% of its overall portfolio holdings.
Number of Shares
25,689
Previous 26,519
3.13%
Holding current value
$567,983
Previous $1.67 Million
2.46%
% of portfolio
0.68%
Previous 0.72%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio