Boulder Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Boulder Wealth Advisors, LLC
- $112 Million
- Q4 2022
A detailed history of Boulder Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 306,330 shares of SCHB stock, worth $7.03 Million. This represents 12.28% of its overall portfolio holdings.
Number of Shares
306,330Holding current value
$7.03 Million% of portfolio
12.28%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio