Mason & Associates Inc Schwab Strategic Tr Us Broad M Transaction History
Mason & Associates Inc
- $367 Million
- Q1 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 14,575 shares of SCHB stock, worth $897,820. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,575
Previous 14,568
0.05%
Holding current value
$897,820
Previous $811,000
9.62%
% of portfolio
0.24%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,120Shares Held
158MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.35 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$389 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$247 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$222 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$209 Million14.63% of portfolio