Libra Wealth LLC Schwab Strategic Tr Us Broad M Transaction History
Libra Wealth LLC
- $254 Million
- Q4 2024
A detailed history of Libra Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Libra Wealth LLC holds 595,286 shares of SCHB stock, worth $12.1 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
595,286
Previous 202,601
193.82%
Holding current value
$12.1 Million
Previous $13.5 Million
0.26%
% of portfolio
5.32%
Previous 5.42%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,269Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio