Signal Point Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Signal Point Asset Management, LLC
- $376 Million
- Q4 2024
A detailed history of Signal Point Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Signal Point Asset Management, LLC holds 9,934 shares of SCHB stock, worth $243,681. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,934
Previous 3,282
202.68%
Holding current value
$243,681
Previous $218,000
3.21%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio