Greenleaf Trust Schwab Strategic Tr Us Broad M Transaction History
Greenleaf Trust
- $10.9 Billion
- Q4 2024
A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Greenleaf Trust holds 40,578 shares of SCHB stock, worth $959,669. This represents 0.01% of its overall portfolio holdings.
Number of Shares
40,578
Previous 13,526
200.0%
Holding current value
$959,669
Previous $899,000
2.45%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,255Shares Held
431MCall Options Held
298KPut Options Held
31.3K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio