Ethos Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Ethos Financial Group, LLC
- $529 Million
- Q1 2024
A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ethos Financial Group, LLC holds 556,614 shares of SCHB stock, worth $35.3 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
556,614
Previous 549,763
1.25%
Holding current value
$35.3 Million
Previous $30.6 Million
11.26%
% of portfolio
6.44%
Previous 6.51%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,129Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$254 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio