Ballast Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Ballast Advisors LLC
- $323 Million
- Q4 2024
A detailed history of Ballast Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ballast Advisors LLC holds 272,320 shares of SCHB stock, worth $6.04 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
272,320
Previous 90,864
199.7%
Holding current value
$6.04 Million
Previous $6.04 Million
2.27%
% of portfolio
1.91%
Previous 1.88%
Shares
21 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$394 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$254 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$226 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$207 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$198 Million19.23% of portfolio