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 $16,079. This represents 0.0% of its overall portfolio holdings.
Number of Shares
700
Previous 1,285
45.53%
Holding current value
$16,079
Previous $80.8 Million
42.36%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,162Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio