Sterling Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 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 7,602 shares of SCHB stock, worth $174,617. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,602
Previous 7,602
-0.0%
Holding current value
$174,617
Previous $464 Million
2.98%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio