Wbh Advisory Inc Schwab Strategic Tr Us Broad M Transaction History
Wbh Advisory Inc
- $964 Million
- Q1 2024
A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wbh Advisory Inc holds 600,272 shares of SCHB stock, worth $38.4 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
600,272
Previous 556,907
7.79%
Holding current value
$38.4 Million
Previous $31 Million
18.2%
% of portfolio
3.8%
Previous 3.47%
Shares
26 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio