Five Oceans Advisors Schwab Strategic Tr Us Broad M Transaction History
Five Oceans Advisors
- $188 Million
- Q1 2025
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 410,781 shares of SCHB stock, worth $8.33 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
410,781
Previous 414,393
0.87%
Holding current value
$8.33 Million
Previous $9.41 Million
6.37%
% of portfolio
4.69%
Previous 4.78%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$361 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio