Jackson, Grant Investment Advisers, Inc. Schwab Strategic Tr Us Broad M Transaction History
Jackson, Grant Investment Advisers, Inc.
- $246 Million
- Q2 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 414 shares of SCHB stock, worth $27,282. This represents 0.01% of its overall portfolio holdings.
Number of Shares
414
Previous 412
0.49%
Holding current value
$27,282
Previous $25,000
4.0%
% of portfolio
0.01%
Previous 0.01%
Shares
23 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