Olistico Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Olistico Wealth, LLC holds 295 shares of SCHB stock, worth $6,929. This represents 0.01% of its overall portfolio holdings.
Number of Shares
295
Previous 1,103
73.25%
Holding current value
$6,929
Previous $69.4 Million
71.64%
% of portfolio
0.01%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.4 Million2.16% of portfolio