Evoke Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Evoke Wealth, LLC
- $3.36 Billion
- Q1 2024
A detailed history of Evoke Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Evoke Wealth, LLC holds 6,666 shares of SCHB stock, worth $419,091. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,666
Previous 6,666
-0.0%
Holding current value
$419,091
Previous $371,000
9.43%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,121Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$253 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$226 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio