Carson Allaria Wealth Management, Ltd. Schwab Strategic Tr Us Broad M Transaction History
Carson Allaria Wealth Management, Ltd.
- $180 Million
- Q2 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 19 shares of SCHB stock, worth $467. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19Holding current value
$467% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio