Truepoint, Inc. Schwab Strategic Tr Us Broad M Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
A detailed history of Truepoint, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Truepoint, Inc. holds 395,060 shares of SCHB stock, worth $9.19 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
395,060
Previous 400,223
1.29%
Holding current value
$9.19 Million
Previous $25.2 Million
4.44%
% of portfolio
0.72%
Previous 0.73%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio