West Branch Capital LLC Schwab Strategic Tr Us Broad M Transaction History
West Branch Capital LLC
- $297 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,220Shares Held
318MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
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High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio