Mason & Associates, LLC Schwab Strategic Tr Us Broad M Transaction History
Mason & Associates, LLC
- $327 Billion
- Q3 2024
A detailed history of Mason & Associates, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mason & Associates, LLC holds 37,551 shares of SCHB stock, worth $872,685. This represents 0.76% of its overall portfolio holdings.
Number of Shares
37,551
Previous 38,225
1.76%
Holding current value
$872,685
Previous $2.4 Billion
3.94%
% of portfolio
0.76%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,166Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$492 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$143 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$109 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$90.5 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.9 Million18.64% of portfolio