Scs Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Scs Capital Management LLC
- $4.96 Billion
- Q3 2024
A detailed history of Scs Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Scs Capital Management LLC holds 3,777,466 shares of SCHB stock, worth $86.5 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
3,777,466
Previous 3,893,095
2.97%
Holding current value
$86.5 Million
Previous $245 Million
2.66%
% of portfolio
5.07%
Previous 5.13%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio
-
Evensky & Katz LLC3.24MShares$74.2 Million14.04% of portfolio