United Asset Strategies, Inc. Schwab Strategic Tr Us Broad M Transaction History
United Asset Strategies, Inc.
- $993 Million
- Q1 2024
A detailed history of United Asset Strategies, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, United Asset Strategies, Inc. holds 6,000 shares of SCHB stock, worth $380,220. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$380,220
Previous $334,000
9.58%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$228 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$215 Million14.63% of portfolio