Retirement Planning Group Schwab Strategic Tr Us Broad M Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Retirement Planning Group holds 1,537,151 shares of SCHB stock, worth $39.6 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
1,537,151
Previous 1,778,153
13.55%
Holding current value
$39.6 Million
Previous $38.1 Million
3.92%
% of portfolio
2.24%
Previous 2.52%
Shares
32 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares 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