Rgt Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Rgt Wealth Advisors, LLC
- $627 Million
- Q3 2022
A detailed history of Rgt Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 22,050 shares of SCHB stock, worth $569,331. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,050
Previous 24,254
9.09%
Holding current value
$569,331
Previous $1.07 Million
13.62%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio