Rebalance, LLC Schwab Strategic Tr Us Broad M Transaction History
Rebalance, LLC
- $1.22 Trillion
- Q1 2024
A detailed history of Rebalance, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rebalance, LLC holds 3,600,779 shares of SCHB stock, worth $220 Million. This represents 18.06% of its overall portfolio holdings.
Number of Shares
3,600,779
Previous 3,569,637
0.87%
Holding current value
$220 Million
Previous $199 Billion
10.62%
% of portfolio
18.06%
Previous 17.31%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,118Shares Held
158MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.34 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$386 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$246 Million5.24% of portfolio
-
Evensky & Katz LLC3.4MShares$208 Million14.63% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$202 Million2.16% of portfolio