Wetzel Investment Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 2,600 shares of SCHB stock, worth $169,156. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,600
Previous 2,600
-0.0%
Holding current value
$169,156
Previous $158,000
3.16%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio