Sherman Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sherman Wealth Management LLC holds 8,920 shares of SCHB stock, worth $230,314. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,920Holding current value
$230,314% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,386Shares Held
499MCall 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, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio