Truepoint, Inc. Schwab Strategic Tr Us Broad M Transaction History
Truepoint, Inc.
- $3.46 Billion
- Q1 2024
A detailed history of Truepoint, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Truepoint, Inc. holds 404,004 shares of SCHB stock, worth $25.7 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
404,004
Previous 410,822
1.66%
Holding current value
$25.7 Million
Previous $22.9 Million
7.84%
% of portfolio
0.71%
Previous 0.68%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio