Great Lakes Retirement, Inc. Schwab Strategic Tr Us Broad M Transaction History
Great Lakes Retirement, Inc.
- $780 Billion
- Q3 2024
A detailed history of Great Lakes Retirement, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Great Lakes Retirement, Inc. holds 299,863 shares of SCHB stock, worth $7.08 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
299,863
Previous 300,240
0.13%
Holding current value
$7.08 Million
Previous $18.9 Billion
5.33%
% of portfolio
2.56%
Previous 2.6%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio