Harrell Investment Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Harrell Investment Partners, LLC
- $395 Billion
- Q2 2025
A detailed history of Harrell Investment Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Harrell Investment Partners, LLC holds 28,936 shares of SCHB stock, worth $750,310. This represents 0.17% of its overall portfolio holdings.
Number of Shares
28,936Holding current value
$750,310% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.68 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$436 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$341 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$317 Million3.25% of portfolio