Occidental Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Occidental Asset Management, LLC
- $785 Million
- Q3 2025
A detailed history of Occidental Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Occidental Asset Management, LLC holds 9,480 shares of SCHB stock, worth $243,920. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,480Holding current value
$243,920% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,350Shares Held
565MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
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Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio