Trek Financial, LLC Schwab Strategic Tr Us Broad M Transaction History
Trek Financial, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Trek Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Trek Financial, LLC holds 9,129 shares of SCHB stock, worth $195,725. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,129Holding current value
$195,725% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall 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