Verity Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Verity Wealth Advisors holds 18,696 shares of SCHB stock, worth $413,368. This represents 0.88% of its overall portfolio holdings.
Number of Shares
18,696
Previous 18,696
-0.0%
Holding current value
$413,368
Previous $1.18 Million
5.79%
% of portfolio
0.88%
Previous 0.88%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio