Shira Ridge Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
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 21,114 shares of SCHB stock, worth $545,163. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,114
Previous 21,114
-0.0%
Holding current value
$545,163
Previous $503 Million
7.89%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio