Next Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Next Capital Management LLC
- $294 Million
- Q3 2025
A detailed history of Next Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Next Capital Management LLC holds 33,021 shares of SCHB stock, worth $852,602. This represents 0.29% of its overall portfolio holdings.
Number of Shares
33,021
Previous 32,926
0.29%
Holding current value
$852,602
Previous $784,000
8.16%
% of portfolio
0.29%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,386Shares Held
493MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA15MShares$386 Million22.94% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio