Captrust Financial Advisors Schwab Strategic Tr Us Broad M Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Captrust Financial Advisors holds 3,320,913 shares of SCHB stock, worth $67.2 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,320,913
Previous 1,141,005
191.05%
Holding current value
$67.2 Million
Previous $75.9 Million
0.68%
% of portfolio
0.22%
Previous 0.23%
Shares
33 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio