Private Portfolio Partners LLC Schwab Strategic Tr Us Broad M Transaction History
Private Portfolio Partners LLC
- $538 Million
- Q4 2024
A detailed history of Private Portfolio Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Private Portfolio Partners LLC holds 139,203 shares of SCHB stock, worth $2.82 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
139,203
Previous 46,071
202.15%
Holding current value
$2.82 Million
Previous $3.06 Million
3.1%
% of portfolio
0.59%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$361 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio