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 $1.77 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

75,977

Holding current value

$1.77 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

1,182

Shares Held

167M

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

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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