Aspiring Ventures, LLC Schwab Strategic Tr Us Broad M Transaction History
Aspiring Ventures, LLC
- $227 Billion
- Q2 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 165,124 shares of SCHB stock, worth $4.25 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
165,124
Previous 160,764
2.71%
Holding current value
$4.25 Million
Previous $3.47 Billion
13.26%
% of portfolio
1.73%
Previous 1.93%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,351Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio