Redw Wealth LLC Schwab Strategic Tr Us Broad M Transaction History
Redw Wealth LLC
- $379 Million
- Q2 2024
A detailed history of Redw Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Redw Wealth LLC holds 61,156 shares of SCHB stock, worth $3.9 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
61,156
Previous 61,596
0.71%
Holding current value
$3.9 Million
Previous $3.76 Million
2.23%
% of portfolio
1.01%
Previous 1.02%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$394 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$300 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio