Westwood Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Westwood Wealth Management
- $127 Million
- Q4 2025
A detailed history of Westwood Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westwood Wealth Management holds 46,656 shares of SCHB stock, worth $1.2 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
46,656Holding current value
$1.2 Million% of portfolio
0.94%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,394Shares Held
495MCall 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 Million29.42% of portfolio