Gwn Securities Inc. Schwab Strategic Tr Us Broad M Transaction History
Gwn Securities Inc.
- $432 Billion
- Q3 2025
A detailed history of Gwn Securities Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gwn Securities Inc. holds 14,309 shares of SCHB stock, worth $368,170. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,309
Previous 27,980
48.86%
Holding current value
$368,170
Previous $667 Million
44.83%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio