Thrive Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Thrive Wealth Management, LLC
- $552 Million
- Q4 2024
A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 84,125 shares of SCHB stock, worth $1.95 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
84,125
Previous 26,730
214.72%
Holding current value
$1.95 Million
Previous $1.78 Million
7.37%
% of portfolio
0.35%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
194MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$478 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$208 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$151 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio