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 $759,163. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,505
Previous 28,942
1.95%
Holding current value
$759,163
Previous $1.82 Million
7.86%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares 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