Capstone Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 7,905 shares of SCHB stock, worth $524,812. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,905
Previous 8,006
1.26%
Holding current value
$524,812
Previous $488,000
1.64%
% of portfolio
0.03%
Previous 0.03%
Shares
26 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio