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Stephens Group Asset Management, Llc Buys SCHWAB STRATEGIC T

GuruFocus.com
·2 mins read

- By insider

Investment company Stephens Group Asset Management, Llc (Current Portfolio) buys SCHWAB STRATEGIC T during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Stephens Group Asset Management, Llc. As of 2020Q3, Stephens Group Asset Management, Llc owns 24 stocks with a total value of $728 million. These are the details of the buys and sells.

  • Added Positions: VOE, VOT, VUG, VTV, VBR, IWS, IWD, IWF, IWP, IWN, IGSB, SCHO, SPIB, IEFA, IEMG,

  • Reduced Positions: SPSB,


For the details of STEPHENS GROUP ASSET MANAGEMENT, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/stephens+group+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of STEPHENS GROUP ASSET MANAGEMENT, LLC

  1. VANGUARD INDEX FDS (VOE) - 934,375 shares, 13.01% of the total portfolio. Shares added by 6.95%

  2. VANGUARD INDEX FDS (VOT) - 495,723 shares, 12.26% of the total portfolio. Shares added by 6.49%

  3. VANGUARD INDEX FDS (VBR) - 687,261 shares, 10.44% of the total portfolio. Shares added by 4.97%

  4. VANGUARD INDEX FDS (VUG) - 291,227 shares, 9.10% of the total portfolio. Shares added by 8.86%

  5. ISHARES TRUST (IWS) - 816,251 shares, 9.06% of the total portfolio. Shares added by 1.97%

Added: SCHWAB STRATEGIC T (SCHO)

Stephens Group Asset Management, Llc added to a holding in SCHWAB STRATEGIC T by 268.91%. The purchase prices were between $51.49 and $51.63, with an estimated average price of $51.55. The stock is now traded at around $51.47. The impact to a portfolio due to this purchase was 0.09%. The holding were 17,623 shares as of .



Here is the complete portfolio of STEPHENS GROUP ASSET MANAGEMENT, LLC. Also check out:

1. STEPHENS GROUP ASSET MANAGEMENT, LLC's Undervalued Stocks

2. STEPHENS GROUP ASSET MANAGEMENT, LLC's Top Growth Companies, and

3. STEPHENS GROUP ASSET MANAGEMENT, LLC's High Yield stocks

4. Stocks that STEPHENS GROUP ASSET MANAGEMENT, LLC keeps buyingThis article first appeared on GuruFocus.