Accredited Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 17,249 shares of SCHB stock, worth $376,545. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,249Holding current value
$376,545% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$388 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$250 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$223 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$204 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$195 Million19.23% of portfolio