Trevian Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Trevian Wealth Management LLC
- $136 Million
- Q4 2024
A detailed history of Trevian Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Trevian Wealth Management LLC holds 10,022 shares of SCHB stock, worth $233,713. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,022
Previous 3,341
199.97%
Holding current value
$233,713
Previous $222,000
2.7%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,224Shares Held
325MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio