Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
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 78,276 shares of SCHB stock, worth $5.2 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
78,276
Previous 78,276
-0.0%
Holding current value
$5.2 Million
Previous $4.78 Million
2.99%
% of portfolio
1.75%
Previous 1.78%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio