Gray Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History
Gray Wealth Management Inc.
- $261 Million
- Q4 2024
A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gray Wealth Management Inc. holds 76,384 shares of SCHB stock, worth $1.66 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
76,384
Previous 25,689
197.34%
Holding current value
$1.66 Million
Previous $1.71 Million
1.46%
% of portfolio
0.66%
Previous 0.68%
Shares
20 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall 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