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 $772,211. This represents 1.49% of its overall portfolio holdings.
Number of Shares
33,242
Previous 32,619
1.91%
Holding current value
$772,211
Previous $2.05 Billion
7.83%
% of portfolio
1.49%
Previous 1.57%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio