Blueprint Financial Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Blueprint Financial Advisors LLC
- $184 Billion
- Q1 2025
A detailed history of Blueprint Financial Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blueprint Financial Advisors LLC holds 208,184 shares of SCHB stock, worth $4.98 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
208,184Holding current value
$4.98 Million% of portfolio
2.43%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio