Private Ocean, LLC Schwab Strategic Tr Us Broad M Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Private Ocean, LLC holds 5,656 shares of SCHB stock, worth $374,596. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,656
Previous 5,784
2.21%
Holding current value
$374,596
Previous $353,000
0.57%
% of portfolio
0.03%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio