Waypoint Wealth Counsel Schwab Strategic Tr Us Broad M Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waypoint Wealth Counsel holds 33,242 shares of SCHB stock, worth $2.21 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
33,242
Previous 32,619
1.91%
Holding current value
$2.21 Million
Previous $2.05 Billion
7.83%
% of portfolio
1.49%
Previous 1.57%
Shares
8 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