Physician Wealth Solutions Inc. Schwab Strategic Tr Us Broad M Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 56,871 shares of SCHB stock, worth $1.32 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
56,871
Previous 16,647
241.63%
Holding current value
$1.32 Million
Previous $1.05 Billion
21.88%
% of portfolio
0.64%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio