Pullen Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Pullen Investment Management, LLC
- $137 Billion
- Q3 2024
A detailed history of Pullen Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pullen Investment Management, LLC holds 77,007 shares of SCHB stock, worth $1.77 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
77,007
Previous 77,155
0.19%
Holding current value
$1.77 Million
Previous $4.85 Billion
5.6%
% of portfolio
3.74%
Previous 4.02%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio