Chicago Partners Investment Group LLC Schwab Strategic Tr Us Broad M Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 564,830 shares of SCHB stock, worth $12.1 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
564,830
Previous 527,638
7.05%
Holding current value
$12.1 Million
Previous $35.1 Million
63.47%
% of portfolio
0.46%
Previous 1.25%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio