Ars Wealth Advisors Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Ars Wealth Advisors Group, LLC
- $714 Million
- Q4 2024
A detailed history of Ars Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 9,318 shares of SCHB stock, worth $220,184. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,318
Previous 3,095
201.07%
Holding current value
$220,184
Previous $205,000
2.93%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares 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