My Personal Cfo, LLC Schwab Strategic Tr Us Broad M Transaction History
My Personal Cfo, LLC
- $187 Million
- Q1 2025
A detailed history of My Personal Cfo, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, My Personal Cfo, LLC holds 25,203 shares of SCHB stock, worth $534,555. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,203
Previous 25,184
0.08%
Holding current value
$534,555
Previous $571,000
5.08%
% of portfolio
0.29%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
483MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio