Dodds Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Dodds Wealth, LLC
- $300 Billion
- Q3 2024
A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dodds Wealth, LLC holds 685,428 shares of SCHB stock, worth $16.2 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
685,428
Previous 218,091
214.29%
Holding current value
$16.2 Million
Previous $14 Billion
9.06%
% of portfolio
5.08%
Previous 5.45%
Shares
4 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