Shakespeare Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Shakespeare Wealth Management, Inc.
- $344 Million
- Q2 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 8,570 shares of SCHB stock, worth $567,591. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,570Holding current value
$567,591% of portfolio
0.16%Shares
1 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
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Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio