Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 72,171 shares of SCHB stock, worth $4.78 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
72,171
Previous 70,880
1.82%
Holding current value
$4.78 Million
Previous $4.33 Million
4.85%
% of portfolio
0.23%
Previous 0.22%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio