Next Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Next Capital Management LLC
- $268 Million
- Q2 2025
A detailed history of Next Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Next Capital Management LLC holds 32,926 shares of SCHB stock, worth $847,185. This represents 0.29% of its overall portfolio holdings.
Number of Shares
32,926
Previous 32,829
0.3%
Holding current value
$847,185
Previous $706,000
11.05%
% of portfolio
0.29%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,350Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio