Independent Advisor Alliance Schwab Strategic Tr Us Broad M Transaction History
Independent Advisor Alliance
- $2.74 Billion
- Q1 2024
A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Independent Advisor Alliance holds 67,777 shares of SCHB stock, worth $4.31 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
67,777
Previous 58,400
16.06%
Holding current value
$4.31 Million
Previous $3.25 Million
27.25%
% of portfolio
0.15%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$229 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio