Ritholtz Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Ritholtz Wealth Management
- $4.45 Billion
- Q2 2025
A detailed history of Ritholtz Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ritholtz Wealth Management holds 202,095 shares of SCHB stock, worth $5.2 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
202,095
Previous 69,872
189.24%
Holding current value
$5.2 Million
Previous $1.5 Million
221.43%
% of portfolio
0.11%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio