Stonekeep Investments, LLC Schwab Strategic Tr Us Broad M Transaction History
Stonekeep Investments, LLC
- $130 Billion
- Q3 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 268,158 shares of SCHB stock, worth $6.23 Million. This represents 13.77% of its overall portfolio holdings.
Number of Shares
268,158
Previous 269,273
0.41%
Holding current value
$6.23 Million
Previous $16.9 Billion
5.37%
% of portfolio
13.77%
Previous 13.73%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,166Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$492 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$143 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$109 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$90.5 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.9 Million18.64% of portfolio