Jackson Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Jackson Wealth Management, LLC
- $639 Million
- Q4 2024
A detailed history of Jackson Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 9,182 shares of SCHB stock, worth $204,207. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,182
Previous 3,061
199.97%
Holding current value
$204,207
Previous $203,000
2.46%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$395 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$255 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$227 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$199 Million19.23% of portfolio