True Capital Management Schwab Strategic Tr Us Broad M Transaction History
True Capital Management
- $146 Billion
- Q1 2023
A detailed history of True Capital Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, True Capital Management holds 13,269 shares of SCHB stock, worth $874,427. This represents 0.43% of its overall portfolio holdings.
Number of Shares
13,269
Previous 13,269
-0.0%
Holding current value
$874,427
Previous $595 Million
6.78%
% of portfolio
0.43%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio