Avantax Planning Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 22,116 shares of SCHB stock, worth $1.46 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,116
Previous 27,470
19.49%
Holding current value
$1.46 Million
Previous $1.68 Million
17.11%
% of portfolio
0.04%
Previous 0.05%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio