Triangle Securities Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
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 102,891 shares of SCHB stock, worth $2.21 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
102,891
Previous 98,143
4.84%
Holding current value
$2.21 Million
Previous $2.23 Million
0.99%
% of portfolio
0.59%
Previous 0.6%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$256 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio