Sterling Financial Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 3,183 shares of SCHB stock, worth $71,394. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,183Holding current value
$71,394% of portfolio
0.08%Shares
7 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
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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