West Coast Financial LLC Schwab Strategic Tr Us Broad M Transaction History
West Coast Financial LLC
- $909 Million
- Q3 2024
A detailed history of West Coast Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, West Coast Financial LLC holds 19,450 shares of SCHB stock, worth $446,183. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,450
Previous 19,450
-0.0%
Holding current value
$446,183
Previous $1.22 Million
5.81%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,178Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.7 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.6 Million2.16% of portfolio