Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,025,285 shares of SCHB stock, worth $24.2 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
1,025,285
Previous 347,329
195.19%
Holding current value
$24.2 Million
Previous $23.1 Million
0.73%
% of portfolio
0.89%
Previous 0.96%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,260Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$547 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$220 Million13.85% of portfolio