Rgt Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Rgt Wealth Advisors, LLC
- $627 Million
- Q3 2022
A detailed history of Rgt Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 22,050 shares of SCHB stock, worth $496,125. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,050
Previous 24,254
9.09%
Holding current value
$496,125
Previous $1.07 Million
13.62%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,184Shares Held
169MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$464 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$136 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$86 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$85 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$74.1 Million2.16% of portfolio