Segment Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Segment Wealth Management, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Segment Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Segment Wealth Management, LLC holds 33,193 shares of SCHB stock, worth $2.2 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
33,193
Previous 33,173
0.06%
Holding current value
$2.2 Million
Previous $2.03 Million
3.01%
% of portfolio
0.16%
Previous 0.16%
Shares
29 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