Western Pacific Wealth Management, LP Schwab Strategic Tr Us Broad M Transaction History
Western Pacific Wealth Management, LP
- $121 Million
- Q4 2024
A detailed history of Western Pacific Wealth Management, LP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 1,566 shares of SCHB stock, worth $34,733. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,566
Previous 520
201.15%
Holding current value
$34,733
Previous $34,000
2.94%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio