Alpha Cubed Investments, LLC Schwab Strategic Tr Us Broad M Transaction History
Alpha Cubed Investments, LLC
- $1.91 Billion
- Q1 2024
A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 3,506 shares of SCHB stock, worth $222,175. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,506
Previous 68,511
94.88%
Holding current value
$222,175
Previous $3.81 Million
94.39%
% of portfolio
0.01%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$228 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$215 Million14.63% of portfolio