Aletheian Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Aletheian Wealth Advisors LLC
- $183 Million
- Q2 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 11,084 shares of SCHB stock, worth $734,093. This represents 0.38% of its overall portfolio holdings.
Number of Shares
11,084
Previous 11,379
2.59%
Holding current value
$734,093
Previous $694,000
0.29%
% of portfolio
0.38%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio