Ehrlich Financial Group Schwab Strategic Tr Us Broad M Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ehrlich Financial Group holds 15,570 shares of SCHB stock, worth $367,452. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,570
Previous 4,358
257.27%
Holding current value
$367,452
Previous $290 Million
21.92%
% of portfolio
0.25%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,191Shares Held
234MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$201 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio