Axos Invest Inc. Schwab Strategic Tr Us Broad M Transaction History
Axos Invest Inc.
- $132 Billion
- Q2 2025
A detailed history of Axos Invest Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axos Invest Inc. holds 159,427 shares of SCHB stock, worth $4.13 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
159,427
Previous 166,122
4.03%
Holding current value
$4.13 Million
Previous $3.58 Billion
6.22%
% of portfolio
2.87%
Previous 2.77%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,350Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.68 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.46 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$436 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$341 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$317 Million3.25% of portfolio