Alley Investment Management Company, LLC Schwab Strategic Tr Us Broad M Transaction History
Alley Investment Management Company, LLC
- $727 Million
- Q1 2024
A detailed history of Alley Investment Management Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 3,562 shares of SCHB stock, worth $227,718. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,562Holding current value
$227,718% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio