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 $24.9 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
1,040,325
Previous 606,604
71.5%
Holding current value
$24.9 Million
Previous $13.1 Million
89.82%
% of portfolio
3.8%
Previous 2.54%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,301Shares Held
489MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.4 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$413 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$286 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$285 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$216 Million13.03% of portfolio