Principal Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History
Principal Securities, Inc.
- $4.44 Trillion
- Q4 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Principal Securities, Inc. holds 2,415 shares of SCHB stock, worth $57,114. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,415
Previous 700
245.0%
Holding current value
$57,114
Previous $46.6 Million
17.73%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
437MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio