Financial Advocates Investment Management Schwab Strategic Tr Us Broad M Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Advocates Investment Management holds 12,277 shares of SCHB stock, worth $281,879. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,277
Previous 12,574
2.36%
Holding current value
$281,879
Previous $790,000
3.29%
% of portfolio
0.05%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio