Lgl Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Lgl Partners, LLC
- $636 Million
- Q4 2024
A detailed history of Lgl Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lgl Partners, LLC holds 26,411 shares of SCHB stock, worth $585,795. This represents 0.09% of its overall portfolio holdings.
Number of Shares
26,411
Previous 8,773
201.05%
Holding current value
$585,795
Previous $583,000
2.74%
% of portfolio
0.09%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio