Indie Asset Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Indie Asset Partners, LLC
- $122 Million
- Q4 2024
A detailed history of Indie Asset Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Indie Asset Partners, LLC holds 43,638 shares of SCHB stock, worth $1.02 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
43,638
Previous 14,546
200.0%
Holding current value
$1.02 Million
Previous $967,000
2.38%
% of portfolio
0.81%
Previous 0.75%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,210Shares Held
315MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio