Wealthsimple Inc. Schwab Strategic Tr Us Broad M Transaction History
Wealthsimple Inc.
- $2.69 Billion
- Q3 2022
A detailed history of Wealthsimple Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthsimple Inc. holds 8,946 shares of SCHB stock, worth $200,658. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,946
Previous 9,316
3.97%
Holding current value
$200,658
Previous $412,000
8.74%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$475 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.3 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.8 Million18.64% of portfolio