Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 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 $29,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,380Holding current value
$29,463% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,282Shares Held
482MCall Options Held
292KPut Options Held
17K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$254 Million3.28% of portfolio
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Evensky & Katz LLC9.02MShares$193 Million13.03% of portfolio