Northwest Financial Advisors Schwab Strategic Tr Us Broad M Transaction History
Northwest Financial Advisors
- $121 Billion
- Q4 2024
A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Northwest Financial Advisors holds 8,860 shares of SCHB stock, worth $206,969. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,860
Previous 3,005
194.84%
Holding current value
$206,969
Previous $200 Million
0.63%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio