Platte River Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Platte River Wealth Advisors, LLC
- $378 Million
- Q3 2024
A detailed history of Platte River Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 13,679 shares of SCHB stock, worth $296,697. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,679
Previous 13,676
0.02%
Holding current value
$296,697
Previous $859,000
5.82%
% of portfolio
0.24%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio