Wealthfront Advisers LLC Schwab Strategic Tr Us Broad M Transaction History
Wealthfront Advisers LLC
- $29.7 Billion
- Q2 2024
A detailed history of Wealthfront Advisers LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthfront Advisers LLC holds 21,170,646 shares of SCHB stock, worth $1.35 Billion. This represents 4.49% of its overall portfolio holdings.
Number of Shares
21,170,646
Previous 21,898,621
3.32%
Holding current value
$1.35 Billion
Previous $1.34 Billion
0.44%
% of portfolio
4.49%
Previous 4.68%
Shares
23 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$210 Million14.46% of portfolio