Carlton Hofferkamp & Jenks Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 868,604 shares of SCHB stock, worth $20.6 Million. This represents 18.8% of its overall portfolio holdings.
Number of Shares
868,604
Previous 293,014
196.44%
Holding current value
$20.6 Million
Previous $18.4 Million
213.66%
% of portfolio
18.8%
Previous 7.5%
Shares
29 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