Penney Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Penney Financial, LLC
- $149 Billion
- Q4 2024
A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Penney Financial, LLC holds 32,255 shares of SCHB stock, worth $694,127. This represents 0.49% of its overall portfolio holdings.
Number of Shares
32,255
Previous 7,252
344.77%
Holding current value
$694,127
Previous $482 Million
51.78%
% of portfolio
0.49%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$382 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$247 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$220 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$201 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio