Wealth Collab, LLC Schwab Strategic Tr Us Broad M Transaction History
Wealth Collab, LLC
- $153 Billion
- Q3 2024
A detailed history of Wealth Collab, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Collab, LLC holds 53,210 shares of SCHB stock, worth $1.24 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
53,210
Previous 53,652
0.82%
Holding current value
$1.24 Million
Previous $3.37 Billion
4.93%
% of portfolio
2.32%
Previous 2.42%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,224Shares Held
325MCall Options Held
191KPut Options Held
20.7K-
Brooklyn Fi, LLC New York, NY23.2MShares$540 Million2.87% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio