Wealthgarden F.S. LLC Schwab Strategic Tr Us Broad M Transaction History
Wealthgarden F.S. LLC
- $107 Billion
- Q4 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 20,291 shares of SCHB stock, worth $436,662. This represents 0.43% of its overall portfolio holdings.
Number of Shares
20,291
Previous 3,532
474.49%
Holding current value
$436,662
Previous $235 Million
96.05%
% of portfolio
0.43%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$382 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$247 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$220 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$201 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio