Valley Forge Investment Consultants Inc Adv Schwab Strategic Tr Us Broad M Transaction History
Valley Forge Investment Consultants Inc Adv
- $264 Million
- Q2 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 132,790 shares of SCHB stock, worth $8.79 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
132,790
Previous 132,793
0.0%
Holding current value
$8.79 Million
Previous $8.11 Million
2.97%
% of portfolio
3.16%
Previous 3.16%
Shares
16 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares 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$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio