Westbourne Investments, Inc. Schwab Strategic Tr Us Broad M Transaction History
Westbourne Investments, Inc.
- $170 Billion
- Q4 2024
A detailed history of Westbourne Investments, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westbourne Investments, Inc. holds 67,362 shares of SCHB stock, worth $1.59 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
67,362Holding current value
$1.59 Million% of portfolio
0.9%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,258Shares Held
442MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio