Vickerman Investment Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History
Vickerman Investment Advisors, Inc.
- $356 Million
- Q4 2024
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 18,704 shares of SCHB stock, worth $401,013. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,704
Previous 6,094
206.92%
Holding current value
$401,013
Previous $405,000
4.69%
% of portfolio
0.12%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SCHB
# of Institutions
1,267Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio