Hamilton Point Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Hamilton Point Investment Advisors, LLC
- $546 Million
- Q1 2025
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 5,601 shares of SCHB stock, worth $137,728. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,601
Previous 5,601
-0.0%
Holding current value
$137,728
Previous $127,000
5.51%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio