Carson Advisory Inc. Schwab Strategic Tr Us Broad M Transaction History
Carson Advisory Inc.
- $138 Million
- Q1 2024
A detailed history of Carson Advisory Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Carson Advisory Inc. holds 3,448 shares of SCHB stock, worth $223,258. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,448
Previous 3,634
5.12%
Holding current value
$223,258
Previous $202,000
3.96%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.42 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$409 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$260 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$237 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$220 Million14.63% of portfolio