Triangle Securities Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Triangle Securities Wealth Management
- $349 Million
- Q2 2024
A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Triangle Securities Wealth Management holds 33,877 shares of SCHB stock, worth $2.2 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
33,877
Previous 34,546
1.94%
Holding current value
$2.2 Million
Previous $2.11 Million
0.95%
% of portfolio
0.61%
Previous 0.61%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio