Hengehold Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Hengehold Capital Management LLC
- $960 Million
- Q2 2024
A detailed history of Hengehold Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hengehold Capital Management LLC holds 3,017,217 shares of SCHB stock, worth $199 Million. This represents 19.75% of its overall portfolio holdings.
Number of Shares
3,017,217
Previous 3,021,902
0.16%
Holding current value
$199 Million
Previous $184 Million
2.82%
% of portfolio
19.75%
Previous 19.68%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio