D'Orazio & Associates, Inc. Schwab Strategic Tr Us Broad M Transaction History
D'Orazio & Associates, Inc.
- $655 Million
- Q1 2025
A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 50,025 shares of SCHB stock, worth $1.06 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
50,025
Previous 49,897
0.26%
Holding current value
$1.06 Million
Previous $1.13 Million
5.3%
% of portfolio
0.16%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
483MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio