Luminvest Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Luminvest Wealth Management LLC
- $279 Billion
- Q2 2025
A detailed history of Luminvest Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 80,995 shares of SCHB stock, worth $2.08 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
80,995Holding current value
$2.08 Million% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
564MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio