First Personal Financial Services Schwab Strategic Tr Us Broad M Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,340Shares Held
500MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$423 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$300 Million3.25% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio