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 $322,850. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,602
Previous 14,602
-0.0%
Holding current value
$322,850
Previous $918,000
5.77%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio