Advisor Os, LLC Schwab Strategic Tr Us Broad M Transaction History
Advisor Os, LLC
- $968 Million
- Q3 2024
A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Advisor Os, LLC holds 4,004 shares of SCHB stock, worth $94,294. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,004
Previous 3,426
16.87%
Holding current value
$94,294
Previous $215,000
23.72%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$485 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$90.1 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$89 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.6 Million2.16% of portfolio