Strategic Equity Management Schwab Strategic Tr Us Broad M Transaction History
Strategic Equity Management
- $184 Million
- Q3 2024
A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Equity Management holds 4,913 shares of SCHB stock, worth $112,507. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,913
Previous 5,310
7.48%
Holding current value
$112,507
Previous $333,000
2.1%
% of portfolio
0.18%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio