Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 11,060 shares of SCHB stock, worth $257,919. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,060
Previous 11,025
0.32%
Holding current value
$257,919
Previous $693,000
6.06%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,220Shares Held
318MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio