Ae Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ae Wealth Management LLC holds 8,485 shares of SCHB stock, worth $197,106. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,485
Previous 12,922
34.34%
Holding current value
$197,106
Previous $812,000
30.54%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.8 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.5 Million2.16% of portfolio