Wealthsimple Inc. Schwab Strategic Tr Us Broad M Transaction History
Wealthsimple Inc.
- $2.69 Billion
- Q3 2022
A detailed history of Wealthsimple Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthsimple Inc. holds 8,946 shares of SCHB stock, worth $219,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,946
Previous 9,316
3.97%
Holding current value
$219,982
Previous $412,000
8.74%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio