Able Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Able Wealth Management LLC holds 5,216 shares of SCHB stock, worth $327,669. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,216Holding current value
$327,669% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,127Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$252 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$230 Million18.5% of portfolio
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Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio