Spire Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spire Wealth Management holds 9,307 shares of SCHB stock, worth $210,803. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,307
Previous 9,619
3.24%
Holding current value
$210,803
Previous $604,000
2.48%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,181Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$467 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$137 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$86.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$85.6 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$74.6 Million2.16% of portfolio