Arcadia Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Arcadia Investment Advisors LLC
- $184 Billion
- Q4 2024
A detailed history of Arcadia Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Arcadia Investment Advisors LLC holds 289,872 shares of SCHB stock, worth $6.85 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
289,872
Previous 98,511
194.25%
Holding current value
$6.85 Million
Previous $6.55 Billion
0.41%
% of portfolio
3.59%
Previous 3.51%
Shares
33 transactions
Others Institutions Holding SCHB
# of Institutions
1,260Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$547 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$220 Million13.85% of portfolio