Wealth Collab, LLC Schwab Strategic Tr Us Broad M Transaction History
Wealth Collab, LLC
- $157 Billion
- Q4 2024
A detailed history of Wealth Collab, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Collab, LLC holds 158,082 shares of SCHB stock, worth $3.2 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
158,082
Previous 53,210
197.09%
Holding current value
$3.2 Million
Previous $3.54 Billion
1.38%
% of portfolio
2.29%
Previous 2.32%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,269Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio