Sterling Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 7,647 shares of SCHB stock, worth $178,710. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,647
Previous 7,602
0.59%
Holding current value
$178,710
Previous $478 Million
6.42%
% of portfolio
0.19%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio