Traveka Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Traveka Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Traveka Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Traveka Wealth, LLC holds 44,808 shares of SCHB stock, worth $1.04 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
44,808
Previous 14,936
200.0%
Holding current value
$1.04 Million
Previous $994 Million
2.38%
% of portfolio
0.56%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,261Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$537 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$412 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$266 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$237 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$216 Million13.85% of portfolio