Wedmont Private Capital Schwab Strategic Tr Us Broad M Transaction History
Wedmont Private Capital
- $1.99 Billion
- Q1 2025
A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wedmont Private Capital holds 492,766 shares of SCHB stock, worth $10.6 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
492,766
Previous 11,054
4357.81%
Holding current value
$10.6 Million
Previous $250,000
4125.6%
% of portfolio
0.53%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$256 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio