Rebalance, LLC Schwab Strategic Tr Us Broad M Transaction History
Rebalance, LLC
- $1.47 Trillion
- Q2 2025
A detailed history of Rebalance, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rebalance, LLC holds 13,159,188 shares of SCHB stock, worth $323 Million. This represents 21.31% of its overall portfolio holdings.
Number of Shares
13,159,188
Previous 11,949,838
10.12%
Holding current value
$323 Million
Previous $257 Billion
21.88%
% of portfolio
21.31%
Previous 18.94%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,344Shares Held
569MCall Options Held
500KPut Options Held
21.5K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.59 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$413 Million0.85% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$300 Million3.25% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio