Martin Worley Group Schwab Strategic Tr Us Broad M Transaction History
Martin Worley Group
- $175 Billion
- Q1 2025
A detailed history of Martin Worley Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Martin Worley Group holds 40,799 shares of SCHB stock, worth $871,058. This represents 0.5% of its overall portfolio holdings.
Number of Shares
40,799
Previous 44,263
7.83%
Holding current value
$871,058
Previous $1 Billion
12.58%
% of portfolio
0.5%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,272Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio