Naples Global Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Naples Global Advisors, LLC
- $985 Million
- Q2 2024
A detailed history of Naples Global Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Naples Global Advisors, LLC holds 54,805 shares of SCHB stock, worth $3.47 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
54,805
Previous 56,929
3.73%
Holding current value
$3.47 Million
Previous $3.48 Million
0.86%
% of portfolio
0.35%
Previous 0.36%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,129Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$254 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio