Sonora Investment Management Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Sonora Investment Management Group, LLC
- $1.16 Billion
- Q1 2025
A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 16,556 shares of SCHB stock, worth $380,788. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,556Holding current value
$380,788% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio