Ogorek Anthony Joseph Schwab Strategic Tr Us Broad M Transaction History
Ogorek Anthony Joseph
- $288 Million
- Q2 2024
A detailed history of Ogorek Anthony Joseph transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ogorek Anthony Joseph holds 359,457 shares of SCHB stock, worth $23.7 Million. This represents 7.85% of its overall portfolio holdings.
Number of Shares
359,457
Previous 368,755
2.52%
Holding current value
$23.7 Million
Previous $22.5 Million
0.39%
% of portfolio
7.85%
Previous 7.82%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio