Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Muirfield Wealth Advisors LLC
- $107 Billion
- Q2 2024
A detailed history of Muirfield Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Muirfield Wealth Advisors LLC holds 13,658 shares of SCHB stock, worth $906,754. This represents 0.81% of its overall portfolio holdings.
Number of Shares
13,658
Previous 13,934
1.98%
Holding current value
$906,754
Previous $851 Million
0.94%
% of portfolio
0.81%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio