Frg Family Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 4,185 shares of SCHB stock, worth $93,869. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,185
Previous 4,184
0.02%
Holding current value
$93,869
Previous $255,000
3.14%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$475 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.3 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.8 Million18.64% of portfolio