Wernau Asset Management Inc. Schwab Strategic Tr Us Broad M Transaction History
Wernau Asset Management Inc.
- $147 Billion
- Q3 2025
A detailed history of Wernau Asset Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wernau Asset Management Inc. holds 28,194 shares of SCHB stock, worth $727,969. This represents 0.49% of its overall portfolio holdings.
Number of Shares
28,194
Previous 28,194
-0.0%
Holding current value
$727,969
Previous $607 Million
19.41%
% of portfolio
0.49%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,377Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio