Legacy Financial Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 765,983 shares of SCHB stock, worth $17.3 Million. This represents 11.37% of its overall portfolio holdings.
Number of Shares
765,983
Previous 620,012
23.54%
Holding current value
$17.3 Million
Previous $39 Million
30.72%
% of portfolio
11.37%
Previous 9.53%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,156Shares Held
166MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$477 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$139 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$106 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.7 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$86.2 Million18.64% of portfolio