Cardinal Point Capital Management, Ulc Schwab Strategic Tr Us Broad M Transaction History
Cardinal Point Capital Management, Ulc
- $1.43 Trillion
- Q3 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 8,605 shares of SCHB stock, worth $222,181. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,605
Previous 217,616
96.05%
Holding current value
$222,181
Previous $218 Million
1.19%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio