Wescott Financial Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 11,721 shares of SCHB stock, worth $237,819. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,721
Previous 3,907
200.0%
Holding current value
$237,819
Previous $259,000
2.7%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$361 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio