Walter & Keenan Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Walter & Keenan Wealth Management LLC
- $313 Million
- Q2 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 91,534 shares of SCHB stock, worth $6.08 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
91,534
Previous 91,759
0.25%
Holding current value
$6.08 Million
Previous $5.6 Million
2.73%
% of portfolio
1.84%
Previous 1.84%
Shares
26 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio