Vickerman Investment Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Vickerman Investment Advisors, Inc.
- $407 Million
- Q1 2025
A detailed history of Vickerman Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vickerman Investment Advisors, Inc. holds 18,811 shares of SCHB stock, worth $462,562. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,811
Previous 18,704
0.57%
Holding current value
$462,562
Previous $424,000
4.48%
% of portfolio
0.1%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio