Cva Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 2024
A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cva Family Office, LLC holds 98,464 shares of SCHB stock, worth $6.16 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
98,464
Previous 100,107
1.64%
Holding current value
$6.16 Million
Previous $6.11 Million
1.29%
% of portfolio
1.13%
Previous 1.1%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,125Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.37 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$395 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$252 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio