Westshore Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Westshore Wealth, LLC
- $256 Million
- Q2 2025
A detailed history of Westshore Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westshore Wealth, LLC holds 8,457 shares of SCHB stock, worth $217,598. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,457Holding current value
$217,598% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$339 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio