Intelligence Driven Advisers, LLC Schwab Strategic Tr Us Broad M Transaction History
Intelligence Driven Advisers, LLC
- $652 Million
- Q2 2025
A detailed history of Intelligence Driven Advisers, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 1,040,325 shares of SCHB stock, worth $26.8 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
1,040,325
Previous 606,604
71.5%
Holding current value
$26.8 Million
Previous $13.1 Million
89.82%
% of portfolio
3.8%
Previous 2.54%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,349Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio