Indie Asset Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Indie Asset Partners, LLC
- $122 Million
- Q4 2024
A detailed history of Indie Asset Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Indie Asset Partners, LLC holds 43,638 shares of SCHB stock, worth $1.03 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
43,638
Previous 14,546
200.0%
Holding current value
$1.03 Million
Previous $967,000
2.38%
% of portfolio
0.81%
Previous 0.75%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,255Shares Held
431MCall Options Held
298KPut Options Held
31.3K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio