Bill Few Associates, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bill Few Associates, Inc.
- $280 Million
- Q4 2024
A detailed history of Bill Few Associates, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bill Few Associates, Inc. holds 15,972 shares of SCHB stock, worth $376,939. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,972
Previous 5,324
200.0%
Holding current value
$376,939
Previous $354,000
2.26%
% of portfolio
0.13%
Previous 0.13%
Shares
2 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