Capital Insight Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Capital Insight Partners, LLC
- $529 Million
- Q1 2024
A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Insight Partners, LLC holds 4,406 shares of SCHB stock, worth $282,116. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,406
Previous 4,406
-0.0%
Holding current value
$282,116
Previous $245,000
9.39%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio