Srs Capital Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 57,660 shares of SCHB stock, worth $3.83 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
57,660
Previous 59,350
2.85%
Holding current value
$3.83 Million
Previous $3.62 Million
0.06%
% of portfolio
0.37%
Previous 0.4%
Shares
22 transactions
Others Institutions Holding SCHB
# of Institutions
1,147Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.41 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$410 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$312 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$258 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$243 Million18.5% of portfolio