Richard P Slaughter Associates Inc Schwab Strategic Tr Us Broad M Transaction History
Richard P Slaughter Associates Inc
- $351 Million
- Q4 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 18,083 shares of SCHB stock, worth $406,867. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,083
Previous 6,111
195.91%
Holding current value
$406,867
Previous $406,000
0.99%
% of portfolio
0.12%
Previous 0.12%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$400 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$258 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$230 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$210 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$201 Million19.23% of portfolio