Spectrum Asset Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Spectrum Asset Management, Inc.
- $237 Million
- Q3 2024
A detailed history of Spectrum Asset Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spectrum Asset Management, Inc. holds 30,312 shares of SCHB stock, worth $679,898. This represents 0.85% of its overall portfolio holdings.
Number of Shares
30,312
Previous 31,266
3.05%
Holding current value
$679,898
Previous $1.97 Million
2.6%
% of portfolio
0.85%
Previous 0.93%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$475 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.3 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.8 Million18.64% of portfolio