Successful Portfolios LLC Schwab Strategic Tr Us Broad M Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 2024
A detailed history of Successful Portfolios LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Successful Portfolios LLC holds 218,809 shares of SCHB stock, worth $4.75 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
218,809
Previous 72,259
202.81%
Holding current value
$4.75 Million
Previous $4.81 Million
3.33%
% of portfolio
3.33%
Previous 3.26%
Shares
29 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