Abound Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Abound Wealth Management
- $312 Billion
- Q4 2024
A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Abound Wealth Management holds 9,636 shares of SCHB stock, worth $225,193. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,636
Previous 3,986
141.75%
Holding current value
$225,193
Previous $265 Million
17.49%
% of portfolio
0.07%
Previous 0.09%
Shares
13 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