Nbz Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Nbz Investment Advisors LLC
- $176 Billion
- Q2 2025
A detailed history of Nbz Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 313,715 shares of SCHB stock, worth $7.65 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
313,715
Previous 315,471
0.56%
Holding current value
$7.65 Million
Previous $6.79 Billion
10.07%
% of portfolio
4.25%
Previous 3.91%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio