American Capital Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, American Capital Advisory, LLC holds 940 shares of SCHB stock, worth $59,549. This represents 0.04% of its overall portfolio holdings.
Number of Shares
940
Previous 1,039
9.53%
Holding current value
$59,549
Previous $49.7 Million
5.31%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,129Shares Held
162MCall 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$254 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio