Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elser Financial Planning, Inc holds 37,337 shares of SCHB stock, worth $868,458. This represents 3.6% of its overall portfolio holdings.
Number of Shares
37,337
Previous 39,227
4.82%
Holding current value
$868,458
Previous $2.47 Billion
0.71%
% of portfolio
3.6%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio