Maridea Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Maridea Wealth Management LLC
- $384 Billion
- Q2 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 203,532 shares of SCHB stock, worth $5.24 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
203,532Holding current value
$5.24 Million% of portfolio
1.26%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
565MCall 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