Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Broad M Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 1,143 shares of SCHB stock, worth $73,071. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,143
Previous 49,589
97.7%
Holding current value
$73,071
Previous $2.58 Billion
97.53%
% of portfolio
0.01%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$230 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio