Trustcore Financial Services, LLC Schwab Strategic Tr Us Broad M Transaction History
Trustcore Financial Services, LLC
- $1.13 Billion
- Q4 2022
A detailed history of Trustcore Financial Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Trustcore Financial Services, LLC holds 107,067 shares of SCHB stock, worth $2.32 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
107,067
Previous 10,194
950.29%
Holding current value
$2.32 Million
Previous $428,000
1020.79%
% of portfolio
0.43%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio