Gyl Financial Synergies, LLC Schwab Strategic Tr Us Broad M Transaction History
Gyl Financial Synergies, LLC
- $1.31 Billion
- Q3 2024
A detailed history of Gyl Financial Synergies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 178,084 shares of SCHB stock, worth $4.09 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
178,084
Previous 171,552
3.81%
Holding current value
$4.09 Million
Previous $10.8 Million
9.84%
% of portfolio
0.91%
Previous 0.85%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio