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 $160,692. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,495
Previous 7,493
0.03%
Holding current value
$160,692
Previous $373,000
11.8%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio