Venturi Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 2024
A detailed history of Venturi Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,627 shares of SCHB stock, worth $107,219. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,627
Previous 1,627
-0.0%
Holding current value
$107,219
Previous $99,000
3.03%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio