Smith & Howard Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Smith & Howard Wealth Management, LLC
- $353 Million
- Q4 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 70,221 shares of SCHB stock, worth $1.52 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
70,221
Previous 23,407
200.0%
Holding current value
$1.52 Million
Previous $1.56 Million
2.38%
% of portfolio
0.45%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio