Mutual Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Mutual Advisors, LLC
- $3.29 Billion
- Q2 2024
A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mutual Advisors, LLC holds 75,198 shares of SCHB stock, worth $4.99 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
75,198
Previous 72,850
3.22%
Holding current value
$4.99 Million
Previous $4.45 Million
6.3%
% of portfolio
0.14%
Previous 0.15%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio