Maridea Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Maridea Wealth Management LLC
- $643 Billion
- Q3 2025
A detailed history of Maridea Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Maridea Wealth Management LLC holds 198,335 shares of SCHB stock, worth $5.12 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
198,335
Previous 203,532
2.55%
Holding current value
$5.12 Million
Previous $4.85 Billion
5.95%
% of portfolio
0.8%
Previous 1.26%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio