Sterling Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 22,939 shares of SCHB stock, worth $486,536. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,939
Previous 7,647
199.97%
Holding current value
$486,536
Previous $509 Million
2.37%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
483MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio