Ratio Wealth Group Schwab Strategic Tr Us Broad M Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ratio Wealth Group holds 5,425 shares of SCHB stock, worth $139,585. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,425
Previous 5,425
-0.0%
Holding current value
$139,585
Previous $302,000
9.6%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares 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