Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Us Broad M Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 54 shares of SCHB stock, worth $1,277. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54Holding current value
$1,277% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
437MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio