Keebeck Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Keebeck Wealth Management, LLC
- $667 Million
- Q3 2024
A detailed history of Keebeck Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 14,971 shares of SCHB stock, worth $342,835. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,971
Previous 20,662
27.54%
Holding current value
$342,835
Previous $1.3 Million
23.4%
% of portfolio
0.15%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio