Princeton Global Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Princeton Global Asset Management LLC
- $568 Million
- Q3 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 7,026 shares of SCHB stock, worth $180,778. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,026
Previous 4,645
51.26%
Holding current value
$180,778
Previous $110,000
63.64%
% of portfolio
0.03%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,348Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio