Westmount Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westmount Partners, LLC holds 33,975 shares of SCHB stock, worth $782,104. This represents 0.23% of its overall portfolio holdings.
Number of Shares
33,975
Previous 11,299
200.69%
Holding current value
$782,104
Previous $752 Million
2.61%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
189MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$474 Million4.26% of portfolio
-
Hb Wealth Management, LLC6.51MShares$150 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87 Million5.07% of portfolio