Everstar Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Everstar Asset Management, LLC
- $164 Billion
- Q2 2025
A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everstar Asset Management, LLC holds 63,019 shares of SCHB stock, worth $1.6 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
63,019
Previous 64,625
2.49%
Holding current value
$1.6 Million
Previous $1.39 Billion
7.93%
% of portfolio
0.92%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.65 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.43 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$428 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$334 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$311 Million3.25% of portfolio