Stone Point Wealth LLC Schwab Strategic Tr Us Broad M Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,234 shares of SCHB stock, worth $71,503. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,234
Previous 3,234
-0.0%
Holding current value
$71,503
Previous $203,000
5.91%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio