Cassia Capital Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Cassia Capital Partners, LLC
- $157 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio