Hengehold Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Hengehold Capital Management LLC
- $1.06 Billion
- Q4 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 8,942,406 shares of SCHB stock, worth $192 Million. This represents 19.23% of its overall portfolio holdings.
Number of Shares
8,942,406
Previous 3,056,040
192.61%
Holding current value
$192 Million
Previous $203 Million
0.15%
% of portfolio
19.23%
Previous 19.32%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
485MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio