Apella Capital, LLC Schwab Strategic Tr Us Broad M Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apella Capital, LLC holds 5,768 shares of SCHB stock, worth $366,960. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,768
Previous 4,892
17.91%
Holding current value
$366,960
Previous $298,000
21.48%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio