Waypoint Wealth Partners Inc. Schwab Strategic Tr Us Broad M Transaction History
Waypoint Wealth Partners Inc.
- $331 Million
- Q2 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 24,646 shares of SCHB stock, worth $544,923. This represents 0.47% of its overall portfolio holdings.
Number of Shares
24,646
Previous 24,646
-0.0%
Holding current value
$544,923
Previous $1.5 Million
2.99%
% of portfolio
0.47%
Previous 0.44%
Shares
9 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