Gemmer Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Gemmer Asset Management LLC
- $982 Million
- Q4 2024
A detailed history of Gemmer Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gemmer Asset Management LLC holds 1,161,779 shares of SCHB stock, worth $25.2 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
1,161,779
Previous 382,538
203.7%
Holding current value
$25.2 Million
Previous $25.4 Million
3.64%
% of portfolio
2.69%
Previous 2.62%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio