Oakwell Private Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Oakwell Private Wealth Management, LLC
- $354 Million
- Q2 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 17,601 shares of SCHB stock, worth $1.17 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,601
Previous 17,601
-0.0%
Holding current value
$1.17 Million
Previous $1.07 Million
2.98%
% of portfolio
0.31%
Previous 0.33%
Shares
14 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio