Colonial Trust Advisors Schwab Strategic Tr Us Broad M Transaction History
Colonial Trust Advisors
- $1.14 Billion
- Q3 2024
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 104 shares of SCHB stock, worth $2,464. This represents 0.0% of its overall portfolio holdings.
Number of Shares
104
Previous 104
-0.0%
Holding current value
$2,464
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$488 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$144 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$90.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$89.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$78.1 Million2.16% of portfolio