Vision Point Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Vision Point Advisory Group, LLC
- $265 Million
- Q1 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 18,840 shares of SCHB stock, worth $428,044. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,840Holding current value
$428,044% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,292Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio