Bond & Devick Financial Network, Inc. Schwab Strategic Tr Us Broad M Transaction History
Bond & Devick Financial Network, Inc.
- $230 Million
- Q3 2024
A detailed history of Bond & Devick Financial Network, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bond & Devick Financial Network, Inc. holds 186,163 shares of SCHB stock, worth $4.16 Million. This represents 5.39% of its overall portfolio holdings.
Number of Shares
186,163
Previous 134,827
38.08%
Holding current value
$4.16 Million
Previous $8.48 Million
46.09%
% of portfolio
5.39%
Previous 4.57%
Shares
16 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$473 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.5 Million18.64% of portfolio