Prestige Wealth Management Group LLC Schwab Strategic Tr Us Broad M Transaction History
Prestige Wealth Management Group LLC
- $460 Million
- Q3 2024
A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 42,154 shares of SCHB stock, worth $965,326. This represents 0.61% of its overall portfolio holdings.
Number of Shares
42,154
Previous 45,701
7.76%
Holding current value
$965,326
Previous $2.87 Million
2.4%
% of portfolio
0.61%
Previous 0.65%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio