Ironwood Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Ironwood Financial, LLC
- $434 Million
- Q1 2024
A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ironwood Financial, LLC holds 10,860 shares of SCHB stock, worth $690,804. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,922
0.57%
Holding current value
$690,804
Previous $608,000
9.05%
% of portfolio
0.15%
Previous 0.15%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$229 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio