Madden Advisory Services, Inc. Schwab Strategic Tr Us Broad M Transaction History
Madden Advisory Services, Inc.
- $218 Million
- Q3 2024
A detailed history of Madden Advisory Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Madden Advisory Services, Inc. holds 259,212 shares of SCHB stock, worth $6.14 Million. This represents 7.92% of its overall portfolio holdings.
Number of Shares
259,212
Previous 267,802
3.21%
Holding current value
$6.14 Million
Previous $16.8 Million
2.41%
% of portfolio
7.92%
Previous 8.56%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,187Shares Held
221MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$488 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$212 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio