Sand Hill Global Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Sand Hill Global Advisors, LLC
- $2.42 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,321Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.42 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$419 Million0.88% of portfolio
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Rebalance, LLC Palo Alto, CA13.2MShares$320 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$289 Million3.28% of portfolio
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Evensky & Katz LLC8.78MShares$213 Million12.78% of portfolio