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 $3.71 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
55,912
Previous 56,734
1.45%
Holding current value
$3.71 Million
Previous $2.54 Million
5.23%
% of portfolio
0.98%
Previous 0.97%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio