Aspiring Ventures, LLC Schwab Strategic Tr Us Broad M Transaction History
Aspiring Ventures, LLC
- $180 Billion
- Q1 2025
A detailed history of Aspiring Ventures, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aspiring Ventures, LLC holds 160,764 shares of SCHB stock, worth $3.65 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
160,764
Previous 141,821
13.36%
Holding current value
$3.65 Million
Previous $3.29 Billion
5.54%
% of portfolio
1.93%
Previous 2.07%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,291Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$271 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio