Summit Financial Strategies, Inc. Schwab Strategic Tr Us Broad M Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,399,541 shares of SCHB stock, worth $88.7 Million. This represents 11.74% of its overall portfolio holdings.
Number of Shares
1,399,541
Previous 1,367,918
2.31%
Holding current value
$88.7 Million
Previous $83.5 Million
5.36%
% of portfolio
11.74%
Previous 12.31%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio