Worth Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Worth Asset Management, LLC
- $154 Million
- Q1 2024
A detailed history of Worth Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Worth Asset Management, LLC holds 7,888 shares of SCHB stock, worth $504,279. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,888
Previous 9,931
20.57%
Holding current value
$504,279
Previous $552,000
12.86%
% of portfolio
0.31%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio