Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Signature Estate & Investment Advisors LLC
- $3.94 Billion
- Q4 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 41,076 shares of SCHB stock, worth $971,447. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,076
Previous 11,060
271.39%
Holding current value
$971,447
Previous $735,000
26.8%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,255Shares Held
431MCall Options Held
298KPut Options Held
31.3K-
Brooklyn Fi, LLC New York, NY23.2MShares$548 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$221 Million13.85% of portfolio