Jeppson Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Jeppson Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Jeppson Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 24,996 shares of SCHB stock, worth $542,163. This represents 0.21% of its overall portfolio holdings.
Number of Shares
24,996
Previous 8,304
201.01%
Holding current value
$542,163
Previous $552,000
2.72%
% of portfolio
0.21%
Previous 0.2%
Shares
17 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