Berkshire Money Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Berkshire Money Management, Inc.
- $793 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,187Shares Held
221MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$488 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$212 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