Liberty Capital Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Liberty Capital Management, Inc.
- $404 Million
- Q1 2024
A detailed history of Liberty Capital Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Liberty Capital Management, Inc. holds 114,037 shares of SCHB stock, worth $7.3 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
114,037
Previous 123,177
7.42%
Holding current value
$7.3 Million
Previous $6.86 Million
1.52%
% of portfolio
1.72%
Previous 1.8%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio