Sunpointe, LLC Schwab Strategic Tr Us Broad M Transaction History
Sunpointe, LLC
- $252 Billion
- Q2 2025
A detailed history of Sunpointe, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sunpointe, LLC holds 30,826 shares of SCHB stock, worth $758,011. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,826
Previous 31,622
2.52%
Holding current value
$758,011
Previous $681 Million
7.89%
% of portfolio
0.29%
Previous 0.36%
Shares
3 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