Mitchell Sinkler & Starr Schwab Strategic Tr Us Broad M Transaction History
Mitchell Sinkler & Starr
- $398 Million
- Q1 2024
A detailed history of Mitchell Sinkler & Starr transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mitchell Sinkler & Starr holds 98,669 shares of SCHB stock, worth $6.38 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
98,669
Previous 121,045
18.49%
Holding current value
$6.38 Million
Previous $6.74 Million
10.61%
% of portfolio
1.51%
Previous 1.23%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.42 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$408 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$260 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$233 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$219 Million14.63% of portfolio