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 $80,837. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,530
Previous 3,650
3.29%
Holding current value
$80,837
Previous $229,000
102439.74%
% of portfolio
0.16%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio