Sterling Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 7,647 shares of SCHB stock, worth $176,110. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,647
Previous 7,602
0.59%
Holding current value
$176,110
Previous $478 Million
6.42%
% of portfolio
0.19%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,183Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$474 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.1 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.9 Million2.16% of portfolio