Stonekeep Investments, LLC Schwab Strategic Tr Us Broad M Transaction History
Stonekeep Investments, LLC
- $134 Billion
- Q4 2024
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 794,390 shares of SCHB stock, worth $18.8 Million. This represents 13.43% of its overall portfolio holdings.
Number of Shares
794,390
Previous 268,158
196.24%
Holding current value
$18.8 Million
Previous $17.8 Billion
1.09%
% of portfolio
13.43%
Previous 13.77%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,187Shares Held
221MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$488 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$212 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio