Le Jeune Puetz Investment Counsel LLC Schwab Strategic Tr Us Broad M Transaction History
Le Jeune Puetz Investment Counsel LLC
- $272 Million
- Q1 2023
A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 55,912 shares of SCHB stock, worth $1.3 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
55,912
Previous 56,734
1.45%
Holding current value
$1.3 Million
Previous $2.54 Million
5.23%
% of portfolio
0.98%
Previous 0.97%
Shares
23 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