Townsend Asset Management Corp Schwab Strategic Tr Us Broad M Transaction History
Townsend Asset Management Corp
- $251 Million
- Q1 2024
A detailed history of Townsend Asset Management Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Townsend Asset Management Corp holds 12,008 shares of SCHB stock, worth $767,671. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,008
Previous 11,892
0.98%
Holding current value
$767,671
Previous $662,000
10.73%
% of portfolio
0.29%
Previous 0.3%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio