Scs Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Scs Capital Management LLC
- $8.97 Billion
- Q2 2025
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 12,223,396 shares of SCHB stock, worth $300 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
12,223,396
Previous 11,901,176
2.71%
Holding current value
$300 Million
Previous $256 Million
13.68%
% of portfolio
3.25%
Previous 3.28%
Shares
24 transactions
Others Institutions Holding SCHB
# of Institutions
1,344Shares Held
569MCall Options Held
500KPut Options Held
21.5K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.59 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$413 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio