Gwn Securities Inc. Schwab Strategic Tr Us Broad M Transaction History
Gwn Securities Inc.
- $539 Billion
- Q2 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 27,980 shares of SCHB stock, worth $678,235. This represents 0.12% of its overall portfolio holdings.
Number of Shares
27,980
Previous 19,188
45.82%
Holding current value
$678,235
Previous $435 Million
53.3%
% of portfolio
0.12%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,337Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$418 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$319 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$288 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$213 Million12.78% of portfolio