Gwn Securities Inc. Schwab Strategic Tr Us Broad M Transaction History
Gwn Securities Inc.
- $432 Billion
- Q3 2025
A detailed history of Gwn Securities Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gwn Securities Inc. holds 14,309 shares of SCHB stock, worth $369,458. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,309
Previous 27,980
48.86%
Holding current value
$369,458
Previous $667 Million
44.83%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio