Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 5,664 shares of SCHB stock, worth $145,734. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,664
              Previous 5,664
              
        
           -0.0%
        
      
          
        Holding current value
$145,734
            Previous $134,000
            
        
           8.21%
        
      
          
        % of portfolio
0.01%
            Previous 0.01%
          
        Shares
	  1 transactions
	
  Others Institutions Holding SCHB
# of Institutions
1,348Shares 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