Pro Vise Management Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Pro Vise Management Group, LLC
- $1.24 Billion
- Q2 2025
A detailed history of Pro Vise Management Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pro Vise Management Group, LLC holds 246,506 shares of SCHB stock, worth $6.34 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
246,506
Previous 248,529
0.81%
Holding current value
$6.34 Million
Previous $5.35 Million
9.79%
% of portfolio
0.47%
Previous 0.46%
Shares
32 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