Colonial Trust Advisors Schwab Strategic Tr Us Broad M Transaction History
Colonial Trust Advisors
- $1.11 Billion
- Q1 2025
A detailed history of Colonial Trust Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Colonial Trust Advisors holds 2 shares of SCHB stock, worth $46. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2
Previous 2
-0.0%
Holding current value
$46
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio