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 $201,285. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,946
Previous 9,316
3.97%
Holding current value
$201,285
Previous $412,000
8.74%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$400 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$258 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$230 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$210 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$201 Million19.23% of portfolio