Principal Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History
Principal Securities, Inc.
- $4.14 Trillion
- Q3 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Principal Securities, Inc. holds 700 shares of SCHB stock, worth $16,072. This represents 0.0% of its overall portfolio holdings.
Number of Shares
700
Previous 1,285
45.53%
Holding current value
$16,072
Previous $80.8 Million
42.36%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio