Kestra Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History
Kestra Advisory Services, LLC
- $19 Billion
- Q2 2025
A detailed history of Kestra Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 2,289,546 shares of SCHB stock, worth $56.2 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,289,546
Previous 2,008,516
13.99%
Holding current value
$56.2 Million
Previous $43.2 Million
26.17%
% of portfolio
0.29%
Previous 0.22%
Shares
20 transactions
Others Institutions Holding SCHB
# of Institutions
1,344Shares Held
569MCall Options Held
500KPut Options Held
21.5K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.59 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$413 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$323 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$300 Million3.25% of portfolio