Mason & Associates Inc Schwab Strategic Tr Us Broad M Transaction History
Mason & Associates Inc
- $408 Million
- Q4 2024
A detailed history of Mason & Associates Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mason & Associates Inc holds 43,238 shares of SCHB stock, worth $937,832. This represents 0.24% of its overall portfolio holdings.
Number of Shares
43,238
Previous 14,410
200.06%
Holding current value
$937,832
Previous $958,000
2.4%
% of portfolio
0.24%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio