Smithbridge Asset Management Inc Schwab Strategic Tr Us Broad M Transaction History
Smithbridge Asset Management Inc
- $573 Million
- Q3 2024
A detailed history of Smithbridge Asset Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 18,364 shares of SCHB stock, worth $426,595. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,364
Previous 19,198
4.34%
Holding current value
$426,595
Previous $1.21 Million
1.24%
% of portfolio
0.21%
Previous 0.25%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio