Ciovacco Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History
Ciovacco Capital Management LLC
- $142 Million
- Q1 2025
A detailed history of Ciovacco Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ciovacco Capital Management LLC holds 12,676 shares of SCHB stock, worth $303,083. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,676
Previous 12,676
-0.0%
Holding current value
$303,083
Previous $287,000
5.23%
% of portfolio
0.19%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,303Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio