Live Oak Investment Partners Schwab Strategic Tr Us Broad M Transaction History
Live Oak Investment Partners
- $123 Million
- Q3 2024
A detailed history of Live Oak Investment Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Live Oak Investment Partners holds 5,276 shares of SCHB stock, worth $122,825. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,276
Previous 5,276
-0.0%
Holding current value
$122,825
Previous $331,000
5.74%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,183Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$480 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.7 Million2.16% of portfolio