Financial Advisory Service, Inc. Schwab Strategic Tr Us Broad M Transaction History
Financial Advisory Service, Inc.
- $1.07 Billion
- Q1 2024
A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 39,909 shares of SCHB stock, worth $2.55 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
39,909
Previous 38,941
2.49%
Holding current value
$2.55 Million
Previous $2.17 Million
12.41%
% of portfolio
0.23%
Previous 0.22%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio