Kmg Fiduciary Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Kmg Fiduciary Partners, LLC
- $1.14 Billion
- Q3 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 14,602 shares of SCHB stock, worth $339,642. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,602
Previous 14,602
-0.0%
Holding current value
$339,642
Previous $918,000
5.77%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio