Global Financial Private Client, LLC Schwab Strategic Tr Us Broad M Transaction History
Global Financial Private Client, LLC
- $267 Billion
- Q4 2024
A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Financial Private Client, LLC holds 1,332 shares of SCHB stock, worth $31,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,332
Previous 444
200.0%
Holding current value
$31,115
Previous $29.5 Million
2.37%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio