Ballast Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 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 94,262 shares of SCHB stock, worth $6 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
94,262
Previous 94,329
0.07%
Holding current value
$6 Million
Previous $5.76 Million
2.92%
% of portfolio
1.89%
Previous 1.95%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio