Arcadia Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Arcadia Investment Advisors LLC
- $193 Billion
- Q2 2025
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 269,372 shares of SCHB stock, worth $6.61 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
269,372
Previous 277,118
2.8%
Holding current value
$6.61 Million
Previous $5.97 Billion
7.59%
% of portfolio
3.33%
Previous 3.34%
Shares
35 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio