Solutions 4 Wealth, LTD Schwab Strategic Tr Us Broad M Transaction History
Solutions 4 Wealth, LTD
- $55.2 Billion
- Q4 2024
A detailed history of Solutions 4 Wealth, LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 20,169 shares of SCHB stock, worth $430,608. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,169
Previous 6,716
200.31%
Holding current value
$430,608
Previous $447 Million
2.47%
% of portfolio
0.83%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio