Sterling Group Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Sterling Group Wealth Management, LLC
- $192 Million
- Q4 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 51,715 shares of SCHB stock, worth $1.11 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
51,715
Previous 17,567
194.39%
Holding current value
$1.11 Million
Previous $1.17 Million
0.43%
% of portfolio
0.61%
Previous 0.62%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio