Seed Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Seed Wealth Management, Inc.
- $145 Billion
- Q4 2025
A detailed history of Seed Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 199,343 shares of SCHB stock, worth $5.15 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
199,343
Previous 208,063
4.19%
Holding current value
$5.15 Million
Previous $5.35 Billion
2.25%
% of portfolio
3.61%
Previous 3.69%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,393Shares Held
496MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA15MShares$386 Million22.94% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.39% of portfolio