Wellington Wealth Strategies, Llc. Schwab Strategic Tr Us Broad M Transaction History
Wellington Wealth Strategies, Llc.
- $215 Billion
- Q1 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 3,546 shares of SCHB stock, worth $224,674. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,546Holding current value
$224,674% of portfolio
0.1%Shares
1 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
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Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
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Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio