Core Cap Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Core Cap Advisors, LLC
- $2.12 Billion
- Q4 2024
A detailed history of Core Cap Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Core Cap Advisors, LLC holds 65,210 shares of SCHB stock, worth $1.32 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
65,210
Previous 22,397
191.16%
Holding current value
$1.32 Million
Previous $1.49 Million
0.6%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio