Prestige Wealth Management Group LLC Schwab Strategic Tr Us Broad M Transaction History
Prestige Wealth Management Group LLC
- $456 Million
- Q4 2024
A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 126,478 shares of SCHB stock, worth $2.9 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
126,478
Previous 42,154
200.04%
Holding current value
$2.9 Million
Previous $2.8 Million
2.39%
% of portfolio
0.63%
Previous 0.61%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$407 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$205 Million19.23% of portfolio