Lake Street Advisors Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Lake Street Advisors Group, LLC
- $2.11 Billion
- Q1 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 36,578 shares of SCHB stock, worth $2.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
36,578
Previous 36,578
-0.0%
Holding current value
$2.34 Million
Previous $2.04 Million
9.68%
% of portfolio
0.11%
Previous 0.14%
Shares
10 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$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio