Five Oceans Advisors Schwab Strategic Tr Us Broad M Transaction History
Five Oceans Advisors
- $171 Million
- Q2 2024
A detailed history of Five Oceans Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Five Oceans Advisors holds 139,376 shares of SCHB stock, worth $9.18 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
139,376
Previous 145,562
4.25%
Holding current value
$9.18 Million
Previous $8.89 Million
1.4%
% of portfolio
5.11%
Previous 5.04%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$407 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$309 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$257 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$241 Million18.5% of portfolio