Hengehold Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Hengehold Capital Management LLC
- $1.04 Billion
- Q1 2025
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 9,013,141 shares of SCHB stock, worth $216 Million. This represents 18.52% of its overall portfolio holdings.
Number of Shares
9,013,141
Previous 8,942,406
0.79%
Holding current value
$216 Million
Previous $203 Million
4.8%
% of portfolio
18.52%
Previous 19.23%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,297Shares Held
489MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio