Telos Capital Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Telos Capital Management, Inc.
- $918 Million
- Q4 2024
A detailed history of Telos Capital Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Telos Capital Management, Inc. holds 21,963 shares of SCHB stock, worth $513,055. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,963
Previous 6,125
258.58%
Holding current value
$513,055
Previous $407,000
22.36%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio