Systm Wealth Solutions LLC Schwab Strategic Tr Us Broad M Transaction History
Systm Wealth Solutions LLC
- $3.29 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,271Shares Held
483MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.28 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$377 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.9MShares$253 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA10.2MShares$216 Million4.78% of portfolio
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Evensky & Katz LLC9.33MShares$198 Million13.85% of portfolio