La Salle St. Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
La Salle St. Investment Advisors, LLC
- $255 Million
- Q3 2024
A detailed history of La Salle St. Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, La Salle St. Investment Advisors, LLC holds 13,157 shares of SCHB stock, worth $307,479. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,157
Previous 13,142
0.11%
Holding current value
$307,479
Previous $826,000
5.93%
% of portfolio
0.34%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio