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 $330,551. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,570
Previous 4,358
257.27%
Holding current value
$330,551
Previous $290 Million
21.92%
% of portfolio
0.25%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$244 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$217 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$190 Million19.23% of portfolio