Venture Visionary Partners LLC Schwab Strategic Tr Us Broad M Transaction History
Venture Visionary Partners LLC
- $2.13 Billion
- Q2 2024
A detailed history of Venture Visionary Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Venture Visionary Partners LLC holds 66,191 shares of SCHB stock, worth $4.38 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
66,191
Previous 66,704
0.77%
Holding current value
$4.38 Million
Previous $4.07 Million
2.19%
% of portfolio
0.19%
Previous 0.2%
Shares
20 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