Lionshead Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Lionshead Wealth Management, LLC
- $138 Billion
- Q4 2024
A detailed history of Lionshead Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 90,906 shares of SCHB stock, worth $2.15 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
90,906Holding current value
$2.15 Million% of portfolio
1.49%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,258Shares Held
442MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio