Belpointe Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Belpointe Asset Management LLC holds 17,118 shares of SCHB stock, worth $403,984. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,118
Previous 17,168
0.29%
Holding current value
$403,984
Previous $1.08 Million
5.47%
% of portfolio
0.08%
Previous 0.08%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio