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 $709,800. This represents 0.17% of its overall portfolio holdings.
Number of Shares
28,936Holding current value
$709,800% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
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Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio