Penney Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Penney Financial, LLC
- $149 Billion
- Q4 2024
A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Penney Financial, LLC holds 32,255 shares of SCHB stock, worth $753,799. This represents 0.49% of its overall portfolio holdings.
Number of Shares
32,255
Previous 7,252
344.77%
Holding current value
$753,799
Previous $482 Million
51.78%
% of portfolio
0.49%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,202Shares Held
300MCall 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
-
Bouchey Financial Group LTD8.17MShares$191 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio