Roble, Belko & Company, Inc Schwab Strategic Tr Us Broad M Transaction History
Roble, Belko & Company, Inc
- $627 Million
- Q1 2025
A detailed history of Roble, Belko & Company, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Roble, Belko & Company, Inc holds 761,862 shares of SCHB stock, worth $18.7 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
761,862
Previous 761,164
0.09%
Holding current value
$18.7 Million
Previous $17.3 Million
5.06%
% of portfolio
2.62%
Previous 2.75%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,333Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.38 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$422 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$322 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$291 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio