Pullen Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Pullen Investment Management, LLC
- $137 Billion
- Q3 2024
A detailed history of Pullen Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pullen Investment Management, LLC holds 77,007 shares of SCHB stock, worth $1.76 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
77,007
Previous 77,155
0.19%
Holding current value
$1.76 Million
Previous $4.85 Billion
5.6%
% of portfolio
3.74%
Previous 4.02%
Shares
3 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