Wade G W & Inc Schwab Strategic Tr Us Broad M Transaction History
Wade G W & Inc
- $3.08 Billion
- Q4 2023
A detailed history of Wade G W & Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wade G W & Inc holds 9,831 shares of SCHB stock, worth $651,107. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,831
Previous 9,824
0.07%
Holding current value
$651,107
Previous $490,000
11.63%
% of portfolio
0.02%
Previous 0.02%
Shares
8 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