Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,380 shares of SCHB stock, worth $35,631. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,380
Previous 1,380
-0.0%
Holding current value
$35,631
Previous $32.9 Million
7.89%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,373Shares Held
565MCall Options Held
379KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio