Ml & R Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 8,068 shares of SCHB stock, worth $184,918. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,068
Previous 7,843
2.87%
Holding current value
$184,918
Previous $436,000
12.84%
% of portfolio
0.11%
Previous 0.1%
Shares
10 transactions