Clio Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Clio Asset Management LLC
- $142 Billion
- Q3 2024
A detailed history of Clio Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clio Asset Management LLC holds 5 shares of SCHB stock, worth $111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5Holding current value
$111% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$473 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.5 Million18.64% of portfolio