Investors Asset Management Of Georgia Inc Schwab Strategic Tr Us Broad M Transaction History

Investors Asset Management Of Georgia Inc

$208 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$41.99 - $50.63 $41 - $50	1 Added 0.3%	329 $14,000
Q2 2022 Aug 01, 2022	BUY	$42.93 - $53.98 $14,081 - $17,705	328 New	328 $14,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$468 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$136 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$104 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$86.1 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$84.6 Million
18.64% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investors Asset Management Of Georgia Inc , based on Form 13F filings with the SEC.

News

Stay updated on Investors Asset Management Of Georgia Inc with notifications on news.

Account