One Charles Private Wealth Services, LLC Schwab Strategic Tr Us Broad M Transaction History
One Charles Private Wealth Services, LLC
- $325 Million
- Q2 2025
A detailed history of One Charles Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 228,227 shares of SCHB stock, worth $5.8 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
228,227Holding current value
$5.8 Million% of portfolio
1.67%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.65 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.43 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$428 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$334 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA12.2MShares$311 Million3.25% of portfolio