Soltis Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Soltis Investment Advisors LLC
- $1.08 Billion
- Q1 2025
A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 36,266 shares of SCHB stock, worth $823,963. This represents 0.07% of its overall portfolio holdings.
Number of Shares
36,266Holding current value
$823,963% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,293Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
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Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio