Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Broad M Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 128 shares of SCHB stock, worth $3,008. This represents 0.0% of its overall portfolio holdings.
Number of Shares
128Holding current value
$3,008% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,199Shares Held
267MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio