Savvy Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Savvy Advisors, Inc. holds 25,013 shares of SCHB stock, worth $536,278. This represents 0.07% of its overall portfolio holdings.
Number of Shares
25,013
Previous 10,009
149.91%
Holding current value
$536,278
Previous $666 Million
99.91%
% of portfolio
0.07%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio