Spring Vest Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 36,359 shares of SCHB stock, worth $778,446. This represents 0.71% of its overall portfolio holdings.
Number of Shares
36,359Holding current value
$778,446% of portfolio
0.71%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
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Hengehold Capital Management LLC8.94MShares$191 Million19.23% of portfolio