Winthrop Advisory Group LLC Schwab Strategic Tr Us Broad M Transaction History
Winthrop Advisory Group LLC
- $753 Million
- Q2 2024
A detailed history of Winthrop Advisory Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 396,805 shares of SCHB stock, worth $25.2 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
396,805
Previous 396,805
-0.0%
Holding current value
$25.2 Million
Previous $24.9 Million
-0.0%
% of portfolio
3.32%
Previous 3.32%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio