Krilogy Financial LLC Schwab Strategic Tr Us Broad M Transaction History
Krilogy Financial LLC
- $1.29 Billion
- Q2 2024
A detailed history of Krilogy Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Krilogy Financial LLC holds 56,095 shares of SCHB stock, worth $3.65 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
56,095
Previous 55,332
1.38%
Holding current value
$3.65 Million
Previous $3.38 Million
4.38%
% of portfolio
0.27%
Previous 0.27%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio