Magnolia Capital Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Magnolia Capital Advisors LLC
- $194 Million
- Q3 2024
A detailed history of Magnolia Capital Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 3,548 shares of SCHB stock, worth $80,681. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,548
Previous 3,559
0.31%
Holding current value
$80,681
Previous $223,000
5.83%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$468 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$138 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$85.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$74.9 Million2.16% of portfolio