Spectrum Asset Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Spectrum Asset Management, Inc.
- $221 Million
- Q4 2024
A detailed history of Spectrum Asset Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spectrum Asset Management, Inc. holds 92,050 shares of SCHB stock, worth $1.97 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
92,050
Previous 30,312
203.68%
Holding current value
$1.97 Million
Previous $2.02 Million
3.62%
% of portfolio
0.95%
Previous 0.85%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio