Ledge Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 4,912 shares of SCHB stock, worth $108,604. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,912
Previous 4,912
-0.0%
Holding current value
$108,604
Previous $244,000
11.89%
% of portfolio
0.11%
Previous 0.11%
Shares
3 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