Wernau Asset Management Inc. Schwab Strategic Tr Us Broad M Transaction History
Wernau Asset Management Inc.
- $185 Billion
- Q4 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 25,320 shares of SCHB stock, worth $653,762. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,320
Previous 28,194
10.19%
Holding current value
$653,762
Previous $725 Million
8.38%
% of portfolio
0.36%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,394Shares Held
496MCall 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, CA15MShares$386 Million22.94% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.39% of portfolio