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 $140,073. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,425
Previous 5,425
-0.0%
Holding current value
$140,073
Previous $302,000
9.6%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio