Benchmark Financial Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Benchmark Financial Wealth Advisors, LLC
- $299 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,181Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$467 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$137 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$86.6 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$85.6 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$74.6 Million2.16% of portfolio