Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History
Summit Wealth & Retirement Planning, Inc.
- $312 Million
- Q1 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 240,670 shares of SCHB stock, worth $5.92 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
240,670
Previous 237,647
1.27%
Holding current value
$5.92 Million
Previous $5.39 Million
3.95%
% of portfolio
1.66%
Previous 1.75%
Shares
25 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio