American Investment Services, Inc. Schwab Strategic Tr Us Broad M Transaction History
American Investment Services, Inc.
- $554 Million
- Q1 2024
A detailed history of American Investment Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, American Investment Services, Inc. holds 370,758 shares of SCHB stock, worth $24 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
370,758
Previous 370,768
0.0%
Holding current value
$24 Million
Previous $20.6 Million
9.66%
% of portfolio
4.09%
Previous 3.96%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.42 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$408 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$260 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$233 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$219 Million14.63% of portfolio