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 $560,290. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,050
Previous 24,254
9.09%
Holding current value
$560,290
Previous $1.07 Million
13.62%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.65 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.43 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$428 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$334 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$311 Million3.25% of portfolio