Axos Invest Inc. Schwab Strategic Tr Us Broad M Transaction History
Axos Invest Inc.
- $129 Billion
- Q1 2025
A detailed history of Axos Invest Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axos Invest Inc. holds 166,122 shares of SCHB stock, worth $3.52 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
166,122
Previous 160,661
3.4%
Holding current value
$3.52 Million
Previous $3.65 Billion
1.93%
% of portfolio
2.77%
Previous 2.66%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio