Gunn & CO Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
A detailed history of Gunn & CO Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gunn & CO Investment Management, Inc. holds 3,530 shares of SCHB stock, worth $91,144. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,530
Previous 3,650
3.29%
Holding current value
$91,144
Previous $229,000
102439.74%
% of portfolio
0.16%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio