Northern Capital Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Northern Capital Management, Inc.
- $143 Million
- Q1 2024
A detailed history of Northern Capital Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Northern Capital Management, Inc. holds 13,525 shares of SCHB stock, worth $861,001. This represents 0.58% of its overall portfolio holdings.
Number of Shares
13,525
Previous 11,996
12.75%
Holding current value
$861,001
Previous $667,000
23.69%
% of portfolio
0.58%
Previous 0.6%
Shares
14 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio