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 $994,679. This represents 0.5% of its overall portfolio holdings.
Number of Shares
40,799
Previous 44,263
7.83%
Holding current value
$994,679
Previous $1 Billion
12.58%
% of portfolio
0.5%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,339Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio