Thrive Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Thrive Wealth Management, LLC
- $509 Million
- Q2 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 25,903 shares of SCHB stock, worth $1.65 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
25,903
Previous 21,669
19.54%
Holding current value
$1.65 Million
Previous $1.32 Million
23.15%
% of portfolio
0.32%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio