Heritage Wealth Architects, Inc. Schwab Strategic Tr Us Broad M Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 1,090,369 shares of SCHB stock, worth $23.3 Million. This represents 22.82% of its overall portfolio holdings.
Number of Shares
1,090,369Holding current value
$23.3 Million% of portfolio
22.82%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,288Shares Held
487MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$368 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$254 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$193 Million13.03% of portfolio