Wescott Financial Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,907 shares of SCHB stock, worth $91,111. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,907
Previous 3,900
0.18%
Holding current value
$91,111
Previous $245,000
5.71%
% of portfolio
0.03%
Previous 0.03%
Shares
8 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