Charles Schwab Investment Advisory, Inc. Flexshares Tr Disciplined Dura Transaction History
Charles Schwab Investment Advisory, Inc.
- $0
- Q3 2024
Shares
2 transactions
Others Institutions Holding MBSD
# of Institutions
29Shares Held
1.83MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.52 Million2.6% of portfolio
-
Creative One Wealth, LLC Overland Park, KS296KShares$6.05 Million0.23% of portfolio
-
Cottonwood Capital Advisors, LLC285KShares$5.83 Million4.69% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA285KShares$5.81 Million3.45% of portfolio
-
Morgan Stanley New York, NY143KShares$2.92 Million0.0% of portfolio