Pathstone Holdings, LLC Schwab Strategic Tr Us Broad M Transaction History
Pathstone Holdings, LLC
- $22.3 Billion
- Q3 2024
A detailed history of Pathstone Holdings, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pathstone Holdings, LLC holds 48,663 shares of SCHB stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
48,663
Previous 46,350
4.99%
Holding current value
$1.14 Million
Previous $2.91 Million
11.08%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio