Horan Capital Advisors, Llc. Schwab Strategic Tr Us Broad M Transaction History
Horan Capital Advisors, Llc.
- $293 Million
- Q1 2025
A detailed history of Horan Capital Advisors, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Horan Capital Advisors, Llc. holds 472,306 shares of SCHB stock, worth $10.1 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
472,306
Previous 465,225
1.52%
Holding current value
$10.1 Million
Previous $10.6 Million
3.71%
% of portfolio
3.46%
Previous 3.6%
Shares
32 transactions
Others Institutions Holding SCHB
# of Institutions
1,275Shares Held
480MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio