Johnson Midwest Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Johnson Midwest Financial, LLC
- $44.1 Million
- Q3 2023
A detailed history of Johnson Midwest Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Johnson Midwest Financial, LLC holds 370 shares of SCHB stock, worth $9,520. This represents 0.04% of its overall portfolio holdings.
Number of Shares
370
Previous 370
-0.0%
Holding current value
$9,520
Previous $19,000
5.26%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$339 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio