Planning Alternatives LTD Schwab Strategic Tr Us Broad M Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Planning Alternatives LTD holds 58,249 shares of SCHB stock, worth $3.71 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
58,249
Previous 58,349
0.17%
Holding current value
$3.71 Million
Previous $3.56 Million
2.81%
% of portfolio
0.59%
Previous 0.59%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio