Axos Invest Inc. Schwab Strategic Tr Us Broad M Transaction History

Axos Invest Inc.

$146 Billion
Q3 2024

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 75,977 shares of SCHB stock, worth $1.76 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

75,977

Holding current value

$1.76 Million

% of portfolio

3.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$59.93 - $66.52 $4.55 Million - $5.05 Million	75,977 New	75,977 $5.05 Billion

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$88.8 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.8 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.5 Million
2.16% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axos Invest Inc., based on Form 13F filings with the SEC.

News

Stay updated on Axos Invest Inc. with notifications on news.

Account