Bok Financial Private Wealth, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bok Financial Private Wealth, Inc.
- $1.38 Billion
- Q3 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 80,588 shares of SCHB stock, worth $1.91 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
80,588
Previous 80,686
0.12%
Holding current value
$1.91 Million
Previous $5.07 Million
5.68%
% of portfolio
0.39%
Previous 0.37%
Shares
24 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