Gunn & CO Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
A detailed history of Gunn & CO Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gunn & CO Investment Management, Inc. holds 3,530 shares of SCHB stock, worth $82,319. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,530
Previous 3,650
3.29%
Holding current value
$82,319
Previous $229,000
102439.74%
% of portfolio
0.16%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,229Shares Held
354MCall Options Held
191KPut Options Held
20.7K-
Brooklyn Fi, LLC New York, NY23.2MShares$540 Million2.87% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio