Wealthsource Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthsource Partners, LLC holds 7,495 shares of SCHB stock, worth $474,883. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,495
Previous 7,493
0.03%
Holding current value
$474,883
Previous $373,000
11.8%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio