Retirement Planning Group Schwab Strategic Tr Us Broad M Transaction History
Retirement Planning Group
- $1.4 Billion
- Q2 2024
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 1,813,286 shares of SCHB stock, worth $120 Million. This represents 8.15% of its overall portfolio holdings.
Number of Shares
1,813,286
Previous 2,076,056
12.66%
Holding current value
$120 Million
Previous $127 Million
10.05%
% of portfolio
8.15%
Previous 10.21%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio