Valtinson Bruner Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 4,281 shares of SCHB stock, worth $100,132. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,281Holding current value
$100,132% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,181Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$482 Million4.26% of portfolio
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Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$89.5 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$88.4 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.1 Million2.16% of portfolio