Asset Allocation & Management Company, LLC Schwab Strategic Tr Us Broad M Transaction History
Asset Allocation & Management Company, LLC
- $153 Million
- Q1 2024
A detailed history of Asset Allocation & Management Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Asset Allocation & Management Company, LLC holds 6,760 shares of SCHB stock, worth $430,003. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,760Holding current value
$430,003% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.6MShares$229 Million18.06% of portfolio
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Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio