Carolina Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Carolina Wealth Advisors, LLC
- $180 Million
- Q1 2024
A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 4,775 shares of SCHB stock, worth $308,703. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,775
Previous 5,392
11.44%
Holding current value
$308,703
Previous $300,000
3.0%
% of portfolio
0.16%
Previous 0.16%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.42 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$408 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$260 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$233 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$219 Million14.63% of portfolio