Sawgrass Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Sawgrass Asset Management LLC
- $920 Million
- Q2 2024
A detailed history of Sawgrass Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sawgrass Asset Management LLC holds 61,172 shares of SCHB stock, worth $4.06 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
61,172
Previous 58,240
5.03%
Holding current value
$4.06 Million
Previous $3.56 Million
8.16%
% of portfolio
0.42%
Previous 0.39%
Shares
16 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