Princeton Global Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Princeton Global Asset Management LLC
- $474 Million
- Q1 2025
A detailed history of Princeton Global Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Princeton Global Asset Management LLC holds 4,408 shares of SCHB stock, worth $100,149. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,408
Previous 4,449
0.92%
Holding current value
$100,149
Previous $100,000
6.0%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,294Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio