Stonekeep Investments, LLC Schwab Strategic Tr Us Broad M Transaction History
Stonekeep Investments, LLC
- $158 Billion
- Q3 2025
A detailed history of Stonekeep Investments, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stonekeep Investments, LLC holds 883,695 shares of SCHB stock, worth $22.7 Million. This represents 14.4% of its overall portfolio holdings.
Number of Shares
883,695
Previous 862,130
2.5%
Holding current value
$22.7 Million
Previous $20.5 Billion
10.59%
% of portfolio
14.4%
Previous 13.83%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio