Axiom Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History
Axiom Advisory, LLC
- $10.9 Billion
- Q3 2024
A detailed history of Axiom Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axiom Advisory, LLC holds 29,505 shares of SCHB stock, worth $723,757. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,505
Previous 28,942
1.95%
Holding current value
$723,757
Previous $1.82 Million
7.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
494MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$292 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio