Lex Aurum Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Lex Aurum Advisors, LLC
- $476 Million
- Q4 2024
A detailed history of Lex Aurum Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 20,550 shares of SCHB stock, worth $488,062. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,550
Previous 6,850
200.0%
Holding current value
$488,062
Previous $455,000
2.42%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$550 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$422 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$272 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$242 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio