Shira Ridge Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Shira Ridge Wealth Management
- $175 Billion
- Q1 2024
A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shira Ridge Wealth Management holds 7,038 shares of SCHB stock, worth $450,643. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,038
Previous 7,038
-0.0%
Holding current value
$450,643
Previous $392 Million
9.66%
% of portfolio
0.25%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio