Financial Synergies Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,245 shares of SCHB stock, worth $332,323. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,245
Previous 5,245
-0.0%
Holding current value
$332,323
Previous $320 Million
2.98%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio