Spring Vest Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 36,359 shares of SCHB stock, worth $826,076. This represents 0.65% of its overall portfolio holdings.
Number of Shares
36,359
Previous 36,359
-0.0%
Holding current value
$826,076
Previous $825 Million
5.15%
% of portfolio
0.65%
Previous 0.71%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,291Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio