Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 460 shares of SCHB stock, worth $29,711. This represents 0.01% of its overall portfolio holdings.
Number of Shares
460
Previous 0
Infinity%
Holding current value
$29,711
Previous $24,000
16.67%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,142Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.37 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$399 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$303 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$259 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$236 Million18.5% of portfolio