Innovis Asset Management LLC Schwab Strategic Tr Us Broad M Transaction History
Innovis Asset Management LLC
- $260 Billion
- Q3 2023
A detailed history of Innovis Asset Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Innovis Asset Management LLC holds 5,770 shares of SCHB stock, worth $368,876. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,770
Previous 5,770
-0.0%
Holding current value
$368,876
Previous $298 Million
3.58%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio