Wt Wealth Management Schwab Strategic Tr Us Broad M Transaction History
Wt Wealth Management
- $391 Million
- Q3 2024
A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wt Wealth Management holds 1,235,645 shares of SCHB stock, worth $29.2 Million. This represents 21.03% of its overall portfolio holdings.
Number of Shares
1,235,645
Previous 418,256
195.43%
Holding current value
$29.2 Million
Previous $26.3 Million
212.59%
% of portfolio
21.03%
Previous 9.55%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,187Shares Held
221MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$488 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$212 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio