North Berkeley Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 14,382 shares of SCHB stock, worth $308,350. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,382Holding current value
$308,350% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio