Richard P Slaughter Associates Inc Schwab Strategic Tr Us Broad M Transaction History
Richard P Slaughter Associates Inc
- $376 Million
- Q2 2024
A detailed history of Richard P Slaughter Associates Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Richard P Slaughter Associates Inc holds 6,150 shares of SCHB stock, worth $408,298. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,150
Previous 6,226
1.22%
Holding current value
$408,298
Previous $380,000
1.58%
% of portfolio
0.1%
Previous 0.1%
Shares
19 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