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 $507,150. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,050
Previous 24,254
9.09%
Holding current value
$507,150
Previous $1.07 Million
13.62%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio