Montag A & Associates Inc Schwab Strategic Tr Us Broad M Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Montag A & Associates Inc holds 3,776 shares of SCHB stock, worth $83,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,776
Previous 1,254
201.12%
Holding current value
$83,751
Previous $83,000
2.41%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio