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 $505,606. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,050
Previous 24,254
9.09%
Holding current value
$505,606
Previous $1.07 Million
13.62%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
445MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$531 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$408 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio